Robert
Nienaber

Kestra Advisory Services, LLC

CRD#2526039
Investment Advisor
in Sacramento, CA
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About this Advisor

Robert Nienaber is a financial advisor located in Sacramento, California. Currently a registered investment advisor with Kestra Advisory Services, LLC, Nienaber has 12 years of work experience. Nienaber holds a Series 63 license, which certifies the advisor as a securities broker. Nienaber can act as an advisor in California. Over the course of their career, Nienaber has held roles at Phoenix Equity Planning Corp, Phoenix Life Insurance Co, Pfg Distribution Company, Guardian Investor Services LLC, Kestra Financial Services, Inc, Bg Worldwide Securities, Inc and Nfp Securities, Inc. Kestra Advisory Services, LLC is based out of Sacramento, California, and operates out of 513 offices across the nation. In aggregate, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 client accounts and retains more than 1,231 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Kestra Advisory Services, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

One Capital Mall, Suite 350
Sacramento, CA 95814

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

CA Average: $3,042,739,679
Total Number of Employees

1,231

CA Average: 49
Total Number of Accounts

75,277

CA Average: 2,315
Average Account Size

$271,236

CA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Robert Nienaber Work History

Robert has 12 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2012 - 2016 (4 years)

Nfp Securities, Inc

2011 - 2012 (1 years)

Bg Worldwide Securities, Inc

2009 - 2009 (0 years)

Pfg Distribution Company

2009 - 2011 (2 years)

Guardian Investor Services LLC

2006 - 2009 (3 years)

Phoenix Equity Planning Corp

2006 - 2009 (3 years)

Phoenix Life Insurance Co

Disclosures

Robert Nienaber has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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