David Anthony Kabat

Employer firm

Kabat Advisory Group, LLC CRD 171966

81 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  Key Insurance
  Sheboygan, WI
• 08/2014 → Present
  Kabat Advisory Group Llc
  Jacksonville, FL
• 06/2013 → 01/2017
  Supreme Alliance Llc
  Brillion, WI
• 08/1998 → Present
  Kabat Equity Group, Inc.
  Brillion, WI

Previous Registrations

• 2013-07-17 → 2016-03-29
  Supreme Alliance Llc
  Brillion, WI
  Charlotte, NC
  Charlotte, NC
  Leander, TX

Other Businesses

1) KABAT FINANCIAL SERVICES; NOT SECURITIES RELATED; 1068 GOLF VIEW DRIVE, BRILLION, WI 54110; PROVIDE INSURANCE PRODUCTS TO P&C CLIENTS; PRESIDENT; STARTED 08/01/1998; 200 HRS/MO; 100 HRS/MO DURING TRADING; PROVIDE INSURANCE PRODUCTS TO P&C CLIENTS. 2) Kabat Advisory Group LLC; Jacksonville, FL. Managing Member (partners with 2 Son's).

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-02
• S63 Uniform Securities Agent State Law Examination
  1999-06-01

Other Names

• David Anthony Kabat
• David A Kabat