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Robert Nixon

Investment Adviser Representative at Capital Consulting & Asset Management

Lincoln, NECRD #865645Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
46 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Nixon is an investment adviser representative with Capital Consulting & Asset Management in Lincoln, NE, where they have been registered since 2000. They have worked in the securities industry since 1980 and were previously registered with Geneos Wealth Management, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona, California, Minnesota, Nebraska, Texas, and Washington.

Office

140 N. 8th Street, Suite 410
Lincoln, NE 68508

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, California, Minnesota, Nebraska, Texas, Washington
Broker:
7 states and territories

Arizona, California, Colorado, Minnesota, Nebraska, Texas, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/12/1992
Series 63
Uniform Securities Agent State Law Examination
Passed 2/23/1982
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 10/18/1991
Series 7
General Securities Representative Examination
Passed 4/21/1979

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Kovack Securities Inc.Current
3/19/2026 – Lincoln, NE
Capital Consulting & Asset ManagementCurrent
1/10/2000 – Lincoln, NE
Geneos Wealth Management, Inc.
8/27/2021 – 8/30/2021Lincoln, NE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Capital Consulting & Asset Management, Inc.
    May 1996 – no end date reportedLincoln, NE
  2. Geneos Wealth Management Inc
    Apr 2009 – Dec 2025Lincoln, NE
  3. Kovack Securities, Inc.
    Mar 2026 – no end date reportedFort Lauderdale, FL

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Capital Consulting & Asset Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
Firm's annual rate schedule by assets
  • Up to $150,0001.50%
  • Next $150,000 to $250,0001.25%
  • Next $250,000 to $500,0001.15%
  • Next $500,000 to $1,000,0001.00%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Lincoln, NE
SEC file number:
801-52357

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 24, 2026

View full firm profile

Other advisors at Capital Consulting & Asset Management

2 other advisors in the directory

View Capital Consulting & Asset Management firm profile

Similar advisors in Lincoln, NE

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Nixon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Robert Nixon (Kovack Securities) - Fees & Credentials