Kevin J Nester

Employer firm

Nbt Capital Management, Inc. CRD 104932

$1.61B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 04/2020
  Alliance Benefit Group
  Peoria, IL
• 04/2020 → Present
  Nbt Capital Management Inc.
  Johnson City, NY

Previous Registrations

• 2020-04-09 → 2022-03-24
  Nbt Capital Management, Inc.
  Peoria, IL
• 2015-07-02 → 2020-04-02
  Abg Retirement Plan Investment Services
  Peoria, IL
• 2015-07-02 → 2017-12-31
  Abg Retirement Plan Investment Services
  Peoria, IL
• 2013-11-15 → 2014-10-15
  Lpl Financial Llc
  Peoria, IL
• 2013-03-19 → 2013-11-21
  Wells Fargo Clearing Services, Llc
  Peoria, IL
• 2012-10-01 → 2013-03-28
  J.P. Morgan Securities Llc
  Peoria, IL
• 2009-04-06 → 2012-10-01
  Chase Investment Services Corp.
  Peoria, IL
  Peoria, IL
• 2007-04-24 → 2009-04-13
  Citigroup Global Markets Inc.
  Peoria, IL

Exams

• S66 Uniform Combined State Law Examination
  2007-04-17