Bob Bennie, CFP®

Lincoln, Nebraska, 68512
advisor

Member Since 2005

Our mission is to guide our clients in making the best decisions to manage their wealth. We will improve our client\'s lives through education, pro-active advice and service beyond their expectations.
Contact Bob
 
 

My Location

Driving Directions | View Larger Map

 Background Information

  • Years of Financial Experience

    • 15

  • Education

    • University of Nebraska (BS)
    • Kansas State University (MBA)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • Financial Planning Assoc.

  • Methods of Compensation

    • Financial Planning: Asset-based fee
    • Investment Services: Asset-based fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Monthly)
    • Custodial Report (Monthly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 2560709
    • Securities Registrations: Series 65, Series 63, Series 7, Series 24
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health

  • Company Names

    • Registered Investment Advisor: Prospera Financial Services
    • Broker/Dealer: Prospera Financial Services

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Disclosure(s)

    • View Statement

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • Mutual Funds, Securities, REITs
 
Contact Bob
 
Visit Website - http://www.bobbennie.com
Paladin Registry

Minimum Asset Requirement

  • $250,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance