Robert Bennie
Robert Bennie is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Lincoln, NE, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
1601 Old Cheney Rd., Lincoln, NE, 68512
Get directionsHistory
Regulatory History (6)
Customer Dispute
August 2016Customer Dispute
July 2011Employment Separation After Allegations
November 2010Customer Dispute
November 2008Customer Dispute
November 2005Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Robert owns Bob Bennie Farms, boarding and training horses and selling hay, dedicating about 10-20% of his time. He also manages Bob Bennie Properties, LLC, spends minimal time as leader/president of the Lincoln Tea Party, and is a Sunday School teacher and greeter at Christ Place Church.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations26 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.