From its headquarters in Lincoln, Nebraska, Bob Bennie Wealth Management provides a range of financial services with a specific focus on retirement and estate planning. Supporting a client base of high net worth individuals, this firm has been committed to personalized and tax-efficient fiscal oversight since 1995.

Mr. Bennie uses state-of-the-art technology to ensure that each client’s portfolio is well organized and productive. Specific products recommended and offered by Bob Bennie Wealth Management include IRAs, 401k rollovers, bonds, US treasury securities, simplified employee pension plans, and life insurance policies, among others.

Bob Bennie Wealth Management operates under the direction of its founding president Bob Bennie, a former Edward Jones investment representative who holds a Master of Business Administration from Kansas State University and official professional designations as both a fiduciary and a CERTIFIED FINANCIAL PLANNER™. Mr. Bennie’s accomplishments have earned him a place among Barron’s Magazine’s Top 1000 U.S. Financial Planners in 2009.

Securities and Advisory Services offered through Prospera Financial Services, member FINRA/SIPC