Morgan Stanley
47yrs
Top advisor by experience in Lincoln
27yrs
Robert Thompson
Full name on record: Robert Eugene Thompson
Financial advisor at ESI Financial Advisors
Robert Thompson has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Lincoln, Nebraska. Robert joined ESI Financial Advisors in 2001, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the ChFC designation.
One of 550 advisors with offices in Lincoln, and one of 523 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 20% by experience in Nebraska
OfficeLincoln, NE
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$221,971
Advisors at the firm505
States licensed ?1 state
Services through ESI Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2001 – nowEquity Services, Inc.Current firm
Contact Robert
(800) 344-7437Firm headquarters in Montpelier, VT. Ask for Robert. Lincoln, NEOffice · Get directions Firm websiteHTTPS://WWW.EQUITY-SERVICES.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call ESI Financial Advisors at (800) 344-7437 and ask for Robert Thompson. Robert works from the Lincoln, NE office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 20% by experience in Nebraska.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
ESI Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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