Advisor at Capital Consulting & Asset Management
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
Capital Consulting & Asset Management
Location
Lincoln, NE 68508
Credentials
CFP®, Series 63, Series 65
Industry experience
45 years
Robert Nixon is a Certified Financial Planner® with 45 years of industry experience. He has worked at Capital Consulting & Asset Management, Inc. since 1996 and has also been associated with Geneos Wealth Management Inc. since 2009. Nixon holds Series 63 and Series 65 licenses and is a notary public. Capital Consulting & Asset Management serves individual and institutional clients, offering financial planning, portfolio management, third-party manager selection, and qualified plan consulting. The firm employs diversified, asset-allocation-based model portfolios combined with fundamental and technical analysis, providing clients access to a broad range of asset classes and third-party managers.
Based on Capital Consulting & Asset Management
Based on Capital Consulting & Asset Management
$0 - $150,000: 1.50% $150,000 - $250,000: 1.25% $250,000 - $500,000: 1.15% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.90%
Insurance product commissions paid directly by insurance companies; transaction fees paid if securities are purchased through Kovack Securities, Inc.
$200-$400 per hour for financial planning services
140 N. 8 Th Street, Suite 410
Lincoln, NE 68508
Arizona · California · Minnesota · Nebraska · Texas · Washington
Kovack Securities, Inc.
2026 - Present (1 year)
GENEOS WEALTH MANAGEMENT Inc
2009 - 2025 (16 years)
Capital Consulting & Asset Management, Inc.
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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 63, Series 65
Lincoln, NE
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Series 63, Series 65
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CFP®, Series 65, Series 66
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CFP®, Series 65
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CFP®, Series 63, Series 65
Lincoln, NE
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