Robert Eugene Nixon

CFP

Geneos Wealth Management, INC.

45 Years of Experience

11 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Geneos Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

238 advisors

Number of Clients

14,112 clients

Average Client Portfolio

$397K average

Assets Under Management

$5.6B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

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

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History

Regulatory History (11)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

July 1996

Final

Customer Dispute

September 1995

Settled

Customer Dispute

March 1995

Settled

Customer Dispute

December 1994

Settled

Customer Dispute

November 1994

Settled

Regulatory

September 1994

Final

Customer Dispute

July 1994

Settled

Customer Dispute

July 1994

Settled

Customer Dispute

April 1994

Settled

Customer Dispute

March 1994

Settled

Employment Separation After Allegations

January 1994

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Robert operates Capital Consulting & Asset Management, Inc. providing RIA advisory services. He is also an independent representative with various insurance carriers for fixed business and a notary public.