Robert
Nestor

Mutual Of Omaha Investor Services, Inc

CRD#3163472
Investment Advisor
in Bethlehem, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Nestor is a financial advisor based in Bethlehem, Pennsylvania, working with Mutual Of Omaha Investor Services, Inc. Robert has previously held positions at Mutual Of Omaha Insurance Company, Rite Aid Pharmacy, Dollar Tree Corporation, UPS, Mutual Of Omaha Investor Services, Rha Health Services (Previously Salisbury Behavioral Health), and Alternatives, Inc. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Robert is part of Mutual Of Omaha Investor Services, Inc, which operates out of Bethlehem, Pennsylvania. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

95 Highland Avenue Suite 310
Bethlehem, PA 18017

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

PA Average: $1,978,216,465
Total Number of Employees

285

PA Average: 226
Total Number of Accounts

74

PA Average: 7,467
Average Account Size

$209,436

PA Average: $264,928

Investment Advisory Services

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

Robert Nestor Work History

2022 - Present (2 years)

Alternatives, Inc

2019 - Present (5 years)

Rha Health Services (Previously Salisbury Behavioral Health)

2018 - Present (6 years)

Mutual Of Omaha Insurance Company

2018 - Present (6 years)

Mutual Of Omaha Investor Services

2018 - 2019 (1 year)

Ups

2017 - 2018 (1 year)

Dollar Tree Corporation

2001 - 2017 (16 years)

Rite Aid Pharmacy

Disclosures

Please visit the SEC profile of Robert Nestor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mutual Of Omaha Investor Services, Inc

Thomas May
Phoenix, AZ
Ledawn Gries
Omaha, NE
Andee Vorel
Omaha, NE
Kirt Cochran
Waukesha, WI
Louis Lizza
Phoenix, AZ
Jeffrey Boe
Englewood, CO
Calen Griffin
Omaha, NE
Suhey Rios Perez
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started