Advisors at this firm
Amber R
Series 65
Lincoln, NE
Capital Consulting & Asset Management
Amber Roemer is a Series 65-licensed advisor with Capital Consulting & Asset Management in Lincoln, NE, where she has worked since 2008. She has 10 years of industry experience and is part of a small, supported team at the firm. Capital Consulting & Asset Management serves both individual and institutional clients, offering financial planning, portfolio management, and qualified plan consulting. The firm employs diversified, asset-allocation-based model portfolios and provides access to third-party managers for larger accounts.
Robert N
CFP®, Series 63, Series 65
Lincoln, NE
Capital Consulting & Asset Management
Robert Nixon is a Certified Financial Planner® with 45 years of industry experience. He has worked at Capital Consulting & Asset Management, Inc. since 1996 and has also been associated with Geneos Wealth Management Inc. since 2009. Nixon holds Series 63 and Series 65 licenses and is a notary public. Capital Consulting & Asset Management serves individual and institutional clients, offering financial planning, portfolio management, third-party manager selection, and qualified plan consulting. The firm employs diversified, asset-allocation-based model portfolios combined with fundamental and technical analysis, providing clients access to a broad range of asset classes and third-party managers.
Carly N
CFP®
Frisco, CO
Capital Consulting & Asset Management
Carly Nixon is a CFP® professional with three years of experience at Capital Consulting & Asset Management. She has a background in education, having taught English as a second language to Spanish-speaking students as a part-time professor at Colorado Mountain College since 2014. Prior to joining the firm, she worked at the College for Financial Planning and Early Childhood Options. Capital Consulting & Asset Management serves individual and institutional clients, offering financial planning, portfolio management, and qualified plan consulting. The firm uses diversified, asset-allocation-based model portfolios and provides access to third-party managers for larger accounts, combining model-driven management with broad investment options.