AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RN

Robert Nixon

CFP®
CAPITAL CONSULTING & ASSET MANAGEMENT
LINCOLN, NE
·CRD# 865645·47 years experience

Professional Summary

Robert Nixon, CFP®, who also goes by Rob Nixon, Robert Eugene Nixon, is a registered financial advisor currently at CAPITAL CONSULTING & ASSET MANAGEMENT located in Lincoln, Nebraska and KOVACK SECURITIES INC. located in Lincoln, Nebraska. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3 and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rob Nixon, Robert Eugene Nixon

Blog Corner

More Resources

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
View profile
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
San Diego, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
KC
Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#
San Diego, CA · CRD#

Contact Information

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

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
KC
Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#
San Diego, CA · CRD#

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.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
KC
Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#
San Diego, CA · CRD#

Credentials

CFP®
Certified Financial PlannerSince 1984

Years of Experience

47 years in the financial services industry

Current & Past Employments

Current

CAPITAL CONSULTING & ASSET MANAGEMENTCurrent·CRD# 41438
RIA
140 N. 8th Street 410 The Apothecary, Lincoln, NE 68508
January 10, 2000 - Present
KOVACK SECURITIES INC.Current·CRD# 44848
BD
140 N 8th Street Suite 410, Lincoln, NE 68508
March 19, 2026 - Present

Past

GENEOS WEALTH MANAGEMENT, INC.Past·CRD# 120894
BD
Lincoln, NE
April 3, 2009 - December 31, 2025
GENEOS WEALTH MANAGEMENT, INC.Past·CRD# 120894
RIA
Lincoln, NE
August 27, 2021 - August 30, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543
BD
Lincoln, NE
August 15, 1997 - April 14, 2009
CHASE INVESTMENT SERVICES CORP.Past·CRD# 25574
BD
Chicago, IL
April 7, 1994 - July 3, 1996
CITIGROUP GLOBAL MARKETS INC.Past·CRD# 7059
BD
New York, NY
July 31, 1993 - February 16, 1994
LEHMAN BROTHERS INC.Past·CRD# 7506
BD
New York, NY
September 29, 1982 - July 31, 1993
DAIN RAUSCHER INCORPORATEDPast·CRD# 7600
BD
May 1, 1979 - October 6, 1982

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
KC
Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#
San Diego, CA · CRD#

Current Firm

CC
CAPITAL CONSULTING & ASSET MANAGEMENT

CAPITAL CONSULTING & ASSET MANAGEMENT | CHASE INVESTMENT CONSULTING, INC. | CAPITAL CONSULTING & ASSET MANAGEMENT, INC.

CRD#: 41438 / SEC#: 801-52357
RIA
Registered Investment Advisory firm - SEC (7/3/1996 Approved)

Contact Information

Main Address

140 N. 8th Street 410 The Apothecary, Lincoln, NE 68508

Phone Number

(402) 477-2500

# of Employees

8

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPITAL CONSULTING & ASSET MANAGEMENT (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,988

AUM (Assets Under Management)

$218,676,079

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
KC
Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#
San Diego, CA · CRD#

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.

1) DBA -CAPITAL CONSULTING & ASSET MANAGEMENT- INVESTMENT RELATED; 140 8TH ST, SUITE 410, LINCOLN, NE 68508; INVESTMENTS; FINANCIAL ADVISOR/ OWNER; 100% OF TIME SPENT.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
KC
Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#
San Diego, CA · CRD#

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".
CC
CAPITAL CONSULTING & ASSET MANAGEMENT

CAPITAL CONSULTING & ASSET MANAGEMENT | CHASE INVESTMENT CONSULTING, INC. | CAPITAL CONSULTING & ASSET MANAGEMENT, INC.

CRD#: 41438 / SEC#: 801-52357
RIA
Registered Investment Advisory firm - SEC (7/3/1996 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Arizona
(11/25/2013)
RR
Arizona
(4/1/2026)
IAR
California
(3/24/2020)
RR
California
(3/19/2026)
RR
Colorado
(3/27/2026)
IAR
Minnesota
(11/4/2013)
RR
Minnesota
(3/26/2026)
IAR
Nebraska
(2/18/2000)
RR
Nebraska
(3/26/2026)
IAR
Texas
(2/8/2013)
RR
Texas
(3/23/2026)
IAR
Washington
(11/5/2013)
RR
Washington
(3/26/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1992About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1982About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Oct 1991About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Apr 1979About the Series 7 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
KC
Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#
San Diego, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Robert Nixon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Waneta A Jaikarran
Waneta A Jaikarran

E1 ASSET MANAGEMENT, INC.

CRD#
KC
Kenneth Lee Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#
San Diego, CA · CRD#