Bob Bennie Wealth Management

What Bob Bennie Wealth Management does

Bob Bennie Wealth Management is a privately held, independent financial advisory practice headquartered at 1601 Old Cheney Road in Lincoln, Nebraska. Founded in 1995 and led by CERTIFIED FINANCIAL PLANNER professional Bob Bennie (CFP since 1999), the firm serves individuals and families, primarily those planning for or in retirement, across the Midwest United States. The firm operates with a 6-person team consisting of two CFP advisors (Bob Bennie and his daughter Jessie Thompson), a Client Services Manager, Operations Specialist, Client Experience Coordinator, and Support Specialist.

The firm's core service offering spans three lines: retirement planning, investment management, and estate planning, all delivered under a fiduciary standard. Securities brokerage services are offered through Kestra Investment Services, LLC (member FINRA/SIPC), and investment advisory services are offered through Kestra Advisory Services, LLC, with client account access delivered through the Kestra Emaplan portal. The firm does not operate proprietary technology platforms; it relies on industry-standard portfolio management and planning tools and embeds a third-party Riskalyze risk-tolerance quiz for client profiling.

Commercially, the firm uses a consultative, referral-and-education-led GTM motion supported by TV commercials, a YouTube channel, educational webinars (Bobcasts), a financial blog, financial calculators, and lead magnets such as the "Retire Happy" eBook and a free Social Security analysis. Revenue is generated through fee-based investment advisory (recurring AUM-style fees) and transaction-based securities commissions; pricing is not publicly disclosed and is delivered via scheduled appointments at the Lincoln office.

Name

Bob Bennie Wealth Management

Legal name

Bob Bennie Wealth Management, Inc.

Website

https://bobbennie.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Bob Bennie Wealth Management is a privately held, independent financial advisory firm in Lincoln, Nebraska, serving individuals and families across the Midwest with fiduciary retirement planning, investment management, and estate planning delivered by two CFP professionals.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAAAAF

Financial Planning & Goals-Based Advice (Mass Affluent)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSABADAD

Private Banking Advisory & Discretionary Portfolio Management

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Private Banking

SECONDARYFSAEABAK

Digital/Hybrid Robo-Wealth & Retirement Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAAAAE

Hybrid Advice (Advisor + Digital) Platforms

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

• Financial advisory services
• Retirement planning
• Investment management
• Estate planning
• Fiduciary wealth management

Headquarters

HQ city

Lincoln

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through Kestra Advisory Services, LLC. The firm acts as a fiduciary, making recommendations in clients' best interests.
2. Securities Brokerage: Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Bob Bennie Wealth Management is an independent, fiduciary financial advisory firm that provides personalized retirement planning, investment management, and estate planning services to individuals and families. The practice is led by CERTIFIED FINANCIAL PLANNER™ professionals and delivers advice through scheduled in-person consultations, supported by educational resources, with securities and advisory services executed through affiliated Kestra entities.

Product overview

Bob Bennie Wealth Management is a financial advisory practice offering a unified suite of wealth management services centered on retirement planning, investment management, and estate planning. The core offering is fiduciary financial planning delivered by CERTIFIED FINANCIAL PLANNER™ professionals, supplemented by educational resources including a 401K Resource Center, financial calculators, webinars (Bobcasts), and educational articles/blogs. The firm provides services to individuals in Lincoln, NE, with account access through a third-party client portal. The practice operates under Kestra Investment Services and Kestra Advisory Services for securities and investment advisory offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Services Specialized service helping individuals build and preserve assets for meeting the challenges of retirement, through customized retirement planning strategies addressing the question of whether clients will outlive their money.
• Investment Management Independent advisory service giving clients access to a broad array of financial services and investment options, with tailor-made solutions built to address each client's unique needs.
• Estate Planning Services Service helping clients take control of their estate by ensuring their wishes are carried out in distributing assets to chosen beneficiaries at the desired time.
• Fiduciary Financial Planning Core financial planning engagement in which a CERTIFIED FINANCIAL PLANNER™ professional acts as a fiduciary to deliver recommendations in clients' best interests across retirement, investment, and estate planning needs.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

One partnership is on record.

• Kestra FinancialcoreGTM or Marketing PartnerThe firm uses Kestra Financial's platform (wealth.emaplan.com) for client account access, providing clients with online account management capabilities.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Edward Jones: Large community-based financial advisory firm with a local-branch, advisor-led model targeting mass-affluent individuals and retirees. Comparable because both rely on a local trusted advisor delivering retirement, investment, and estate planning rather than a centralized digital platform.
• Commonwealth Financial Network: Independent broker-dealer/RIA supporting small-to-mid-sized financial advisor practices serving individuals and families. Direct comparability on advisor-BD partnership structure serving mass-affluent clients.
• Cetera Advisor Networks: Independent broker-dealer and registered investment adviser supporting independent financial advisors with retirement, investment, and estate planning practices. Directly comparable to the Kestra-affiliated model Bob Bennie uses.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors like Bob Bennie who affiliate with a B-D/RIA for compliance, custody, and product access. Comparable business model: independent advisory practice affiliated with a third-party B-D/RIA sponsor.
• Raymond James Financial Services: Independent contractor channel supporting thousands of financial advisors delivering retirement, investment, and estate planning. Comparable because both firms operate as independent advisor practices within a BD/RIA sponsor network.

Emerging players

• Betterment: Leading direct-to-consumer robo-advisor platform targeting mass-affluent retirement savers. Competes for similar retirement/wealth-building clients with a low-fee, fully digital model rather than a human advisor.
• Personal Capital (Empower): Hybrid digital wealth advisor offering goal-based retirement planning with both automated tools and human advisors. Comparable to Bob Bennie's hybrid of digital resources (calculators, Bobcasts, eBook) and human fiduciary advice.

Broad incumbents

• Creative Planning: Large fee-only RIA based in Kansas/Midwest serving mass-affluent and retirement clients with comprehensive financial planning. Comparable as a scaled Midwest competitor targeting the same retirement-planning niche with a similar fiduciary service model.
• Charles Schwab Wealth Advisory: Schwab's discretionary and advisory wealth management service for mass-affluent and HNW clients. Broad incumbent alternative to independent CFP-led planning for retirement savers.
• Mariner Wealth Advisors: Large national RIA that has aggressively acquired independent advisory firms. Comparable as a likely strategic acquirer of small RIAs like Bob Bennie Wealth Management due to overlapping target clientele (mass-affluent retirees) and consolidated advice model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubebobbennie.com/youtube-channel
• Xx.com/BobBennieWM

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bob Bennie Wealth Management