Robert Nixon
CFP®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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Nixon, Rob Nixon, Robert Eugene Nixon
Similar Advisors
FALCON WEALTH PLANNING, LLC
EDWARD JONES
BATLEY & ASSOCIATES
GLOBAL RETIREMENT PARTNERS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FALCON WEALTH PLANNING, LLC
EDWARD JONES
BATLEY & ASSOCIATES
GLOBAL RETIREMENT PARTNERS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FALCON WEALTH PLANNING, LLC
EDWARD JONES
BATLEY & ASSOCIATES
GLOBAL RETIREMENT PARTNERS LLC
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
FALCON WEALTH PLANNING, LLC
EDWARD JONES
BATLEY & ASSOCIATES
GLOBAL RETIREMENT PARTNERS LLC
Credentials
Years of Experience
47 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
FALCON WEALTH PLANNING, LLC
EDWARD JONES
BATLEY & ASSOCIATES
GLOBAL RETIREMENT PARTNERS LLC
Current Firm
CAPITAL CONSULTING & ASSET MANAGEMENT | CHASE INVESTMENT CONSULTING, INC. | CAPITAL CONSULTING & ASSET MANAGEMENT, INC.
Contact Information
Main Address
140 N. 8th Street 410 The Apothecary, Lincoln, NE 68508Phone Number
(402) 477-2500# of Employees
8SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,988AUM (Assets Under Management)
$218,676,079Similar Advisors
FALCON WEALTH PLANNING, LLC
EDWARD JONES
BATLEY & ASSOCIATES
GLOBAL RETIREMENT PARTNERS LLC
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.
Similar Advisors
FALCON WEALTH PLANNING, LLC
EDWARD JONES
BATLEY & ASSOCIATES
GLOBAL RETIREMENT PARTNERS LLC
Primary Firm SEC Registration
CAPITAL CONSULTING & ASSET MANAGEMENT | CHASE INVESTMENT CONSULTING, INC. | CAPITAL CONSULTING & ASSET MANAGEMENT, INC.
State Registrations and Notice Filings
(11/25/2013)
(4/1/2026)
(3/24/2020)
(3/19/2026)
(3/27/2026)
(11/4/2013)
(3/26/2026)
(2/18/2000)
(3/26/2026)
(2/8/2013)
(3/23/2026)
(11/5/2013)
(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.
SRO Registrations
SRO Registrations
Similar Advisors
FALCON WEALTH PLANNING, LLC
EDWARD JONES
BATLEY & ASSOCIATES
GLOBAL RETIREMENT PARTNERS LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert Nixon's CRS (Customer Relationship Summary).
Similar Advisors
FALCON WEALTH PLANNING, LLC
EDWARD JONES
BATLEY & ASSOCIATES
GLOBAL RETIREMENT PARTNERS LLC