Robert Ray Bennie Jr

BAYVIEW FINANCIAL PLANNING

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FARTHER

Portland, OR · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®

Certified Financial PlannerSince 1999

Years of Experience

32 years registered in the securities industry

Current & Past Employments

Current

KESTRA ADVISORY SERVICES, LLCCurrent·CRD# 283330

RIA

1601 Old Cheney Rd., Lincoln, NE 68512

November 2, 2018 - Present

KESTRA INVESTMENT SERVICES, LLCCurrent·CRD# 42046

BD

1601 Old Cheney Rd., Lincoln, NE 68512

November 2, 2018 - Present

Past

PROSPERA FINANCIAL SERVICES, INC.Past·CRD# 10740

RIA

Lincoln, NE

December 17, 2010 - November 2, 2018

PROSPERA FINANCIAL SERVICES, INC.Past·CRD# 10740

BD

Lincoln, NE

November 23, 2010 - November 2, 2018

LPL FINANCIAL LLCPast·CRD# 6413

RIA

Lincoln, NE

July 21, 1998 - December 2, 2010

LPL FINANCIAL LLCPast·CRD# 6413

BD

Lincoln, NE

March 7, 1997 - December 2, 2010

EDWARD JONESPast·CRD# 250

BD

St. Louis, MO

January 3, 1995 - March 10, 1997

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Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

KA

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

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

Contact Information

Main Address

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

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (9/22/2026)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Business Name: Bob Bennie Farms Investment Related: No Address: 1085 W. Saltillo Rd. Roca NE 68430 Nature of Business: Other Other/None of the Above At my home acreage, we board horses, train horses and sell hay. Position, Title or Relationship: Owner Start Date: 3/1/2006 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Farm work, horse care, horse training, hay production Business Name: Bob Bennie Properties, LLC Investment Related: No Address: 1601 Old Cheney Rd. Lincoln NE 68512 Nature of Business: Real Estate Position, Title or Relationship: President Start Date: 3/11/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage the building Business Name: Bob Bennie Investment Related: Yes Address: 1601 Old Cheney Rd. Lincoln NE 68512 Nature of Business: Insurance Position, Title or Relationship: Insurance agent Start Date: 1/2/1997 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: All sales related duties concerning sales of fixed annuities, life insurance, and health insurance Business Name: Bob Bennie Wealth Management, Inc. Investment Related: Yes Address: 1601 Old Cheney Rd. Lincoln NE 68512 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: President Start Date: 1/2/1997 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide investment recommendations, advice and financial planning for clients .Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 11/2/2018 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Provide investment advice and management. Help clients develop financial plans Business Name: Lincoln Tea Party Investment Related: No Address: 1601 Old Cheney Rd. Lincoln NE 68512 Nature of Business: Other Other/None of the Above The Lincoln Tea Party speaks publicly on political issues related to individual freedom, taxes and government spending. Position, Title or Relationship: Leader/President Start Date: 5/2/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Organizing rallies (none since 2010) and speaking on behalf of the Lincoln Tea Party Business Name: Christ Place Church Investment Related: No Address: 1111 Old Cheney Rd Lincoln NE 68512 Nature of Business: Other Other/None of the Above Sunday School Teacher Greeter Position, Title or Relationship: 2nd Grade group leader Greeter Start Date: 6/6/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Teaching, Greeting Business Name: BOB BENNIE PROPERTIES, LLC POSITION: Property owner/Landlord NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 1601 Old Cheney Rd, Lincoln NE 68512 DESCRIPTION: Property rental and maintenance

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