Bob Bennie, CFP®, MBA
President & Founder
Bob Bennie and his team work with individuals, families, companies and institutions to help them build, manage, protect and transition comprehensive wealth. This includes all types of investments, debt & lending, risk management and estate planning.
Background and Experience
For over 25 years, Bob has helped clients grow and protect their wealth. As an independent financial advisor and fiduciary, he’s able to focus on his client’s needs and develop personalized strategies to help them achieve their goals.
Bob received his Bachelor’s degree in Animal Science at the University of Nebraska and was on the UNL Rodeo team, riding bareback horses and bulls. He also holds his Masters in Business Administration (M.B.A.) in Finance from Kansas State University.
In 1995 Bob joined Edward Jones as an investment representative in Lincoln, NE. In 1997, Bob left Edward Jones to start his own independent financial planning firm, Bob Bennie Wealth Management, Inc. He earned his CFP (Certified Financial Planner) certification in 1997 and has since served as a Board Member of the Financial Planning Association of Nebraska and been named as one of the Top 1000 Financial Planners in the United States by Barron’s Magazine. Bob is affiliated with Kestra Investment Services out of Austin, Texas.
Away from the Office
Bob and his wife Angelia live on 20 acres just outside of Lincoln. They have four grown children, Jake, Jessie, Sadie, and Sam, and four grandchildren, Annie, Teddy, Arthur, and Cody who are Bob’s “pride and joy”. Bob and Angelia are active members of Christ Place Church in Lincoln.
One of Bob’s passions is Royal Family Kids Camp, a camp for abused and neglected kids, where Bob serves as a counselor in the summer and mentor through the school year. Bob is also a political conservative and passionate about freedom and the Constitution. He supports veterans as a Ride Captain with the Patriot Guard. Activities include racquetball, horses, fishing and hunting. Bob is a life member of the National Rifle Association and the American Quarter Horse Association.