Advisor at NBT Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
NBT Capital Management, Inc.
Location
Peoria Heights, IL 61616
Credentials
Series 66
Industry experience
16 years
Kevin Nester is a financial advisor at NBT Capital Management, Inc. with 16 years of industry experience. He has been with NBT Capital Management since 2020 and previously worked at Alliance Benefit Group for five years. He holds the Series 66 designation. NBT Capital Management provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and qualified retirement plans. The firm employs a "Core and Explore" investment approach that combines passive index/ETF core exposures with actively managed allocations and offers both discretionary and non-discretionary services.
Based on NBT Capital Management, Inc.
Based on NBT Capital Management, Inc.
Flat recurring retainer fees and fixed one-time project fees may be charged depending on service
$0 - $1,000,000: 1.00% $1,000,001+: 0.75%
$200 to $250 per hour for consulting services; $50 per hour for clerical support
Account minimum: $50,000 Minimum fee: $500 minimum annual fee when applicable for traditional NBTCM clients; $2,500 minimum annual fee for Cleveland Hauswirth individual clients Fee-only: Financial planning and consulting services may be provided on an hourly basis or fixed fee basis; hourly consulting fees generally $200 to $250 per hour, clerical support $50 per hour, fees may also be negotiated fixed fees
4541 North Prospect Road, Suite 201
Peoria Heights, IL 61616
Illinois
NBT Capital Management Inc.
2020 - Present (6 years)
Alliance Benefit Group
2015 - 2020 (5 years)
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Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
East Peoria, IL
Douglas Capital Management, LLC
CFP®, ChFC®, Series 63, Series 65
Hanna City, IL
Fulkerson Financial Services, LLC
ChFC®, Series 63, Series 65
Peoria, IL
Reatherford Wealth Management LLC
CFP®, EA
Peoria, IL
RP Zeigler Investment Services
Hi, my name is Rockie Zeigler III. I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning. I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (11), Murphy (9), Clarke (7) and Crosby (7). Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest. I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek. I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Think about that for a second. I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards. I'm a member of The XY Planning Network (obviously, I guess) which is a national network of financial planners. We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries. Here's some more street cred: Professional licenses/designations: FINRA Series 63 (obtained in 2004) FINRA Series 66 (obtained in 2007) CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016) IRS Enrolled Agent Certificate (obtained in 2021)
Series 63, Series 65
Peoria, IL
Nash-Hasty Private Wealth Management
Series 63, Series 65
Washington, IL
Milestone Advisory Group, LLC
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