Robert R. Bennie

KESTRA ADVISORY SERVICES

Lincoln, NE 68512

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CRD#: 2560709

Professional summary

Robert Ray Bennie JR, CFP®, who also goes by Bob Bennie, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Lincoln, Nebraska and KESTRA INVESTMENT SERVICES, LLC located in Lincoln, Nebraska.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Bennie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ray Bennie JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

November 2, 2018 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 1601 Old Cheney Rd., Lincoln, NE 68512

RIA

CRD#: 283330

Lincoln, NE

Current

November 2, 2018 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 1601 Old Cheney Rd., Lincoln, NE 68512

CRD#: 42046

Lincoln, NE

Past

December 17, 2010 - November 2, 2018

PROSPERA FINANCIAL SERVICES, INC.

RIA

CRD#: 10740

LINCOLN, NE

Past

November 23, 2010 - November 2, 2018

PROSPERA FINANCIAL SERVICES, INC.

CRD#: 10740

LINCOLN, NE

Past

July 21, 1998 - December 2, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

LINCOLN, NE

Past

March 7, 1997 - December 2, 2010

LPL FINANCIAL LLC

CRD#: 6413

LINCOLN, NE

Past

January 3, 1995 - March 10, 1997

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/2/2018)

Arizona
(11/2/2018)

Arkansas
(12/26/2018)

California
(11/2/2018)

Colorado
(9/10/2021)

Florida
(11/2/2018)

Georgia
(2/19/2024)

Illinois
(11/19/2018)

Indiana
(12/13/2018)

Iowa
(11/6/2018)

Kansas
(11/2/2018)

Kentucky
(11/2/2018)

Michigan
(9/21/2021)

Minnesota
(11/7/2018)

Missouri
(11/2/2018)

Nebraska
(11/2/2018)

IAR

Nebraska
(11/5/2018)

New Hampshire
(12/18/2018)

North Carolina
(11/2/2018)

Ohio
(11/16/2018)

Oklahoma
(11/6/2018)

South Carolina
(7/14/2025)

South Dakota
(11/2/2018)

Texas
(11/2/2018)

IAR

Texas
(11/2/2018)

Washington
(11/6/2018)

Wisconsin
(10/28/2021)

Wyoming
(10/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/19/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/28/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/1/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/01/2025	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert R. Bennie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ray Bennie JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

PROSPERA FINANCIAL SERVICES, INC.

PROSPERA FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/1997

Series 63

Date: 12/30/1994

SIE

Date: 10/1/2018

Series 7

Date: 12/28/1994

Series 24

Date: 5/1/1997

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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