Robert Kenny
Robert Kenny is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Omaha, NE, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
12910 Pierce St., Suite 300, Omaha, NE, 68144-1106
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2018Customer Dispute
August 2001Other Business Activities
Robert serves on the board of directors for Nature Technology, a biotech company, dedicating minimal time. He also owns a small farm and leases pasture, requiring minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.Broker
A. G. Edwards & Sons, INC.Broker
Guardian Investor Services CorporationBroker
Walnut Street Securities, INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.