All Team / Bob Nebel

Bob Nebel

Financial Advisor

Great Falls, MT

(406) 868-1359 (406) 868-1359

After 40 years as a practicing certified public accountant, Bob Nebel decided that providing financial services was his natural next step. He carries with him not only his knowledge but his philosophy that excellent customer service and long-term client relationships are critical to success, both professionally and personally.


Bob was instrumental in the development and implementation of the original Wealth Advising Department of JCCS. With a foundation focus on the importance of a whole-team approach, this service area enables the firm to offer services that complement the existing tax and consulting factions.


Bob enjoys providing services that help people ensure both their future financial needs and their wants. He strives to not only solve their financial issues but also to enable them to continue to make the best decisions possible for them. His ability to maintain relationships with all his clients make this not only successful but enjoyable as well – and that keeps him “semiretired” instead of full-time retired.


Bob was born and raised in Helena, Montana, but his 42 professional years have been in Great Falls, Montana.


He enjoys spending time with his wife, children and four grandchildren. Bob also loves Montana and the activities it affords him, including skiing, golfing, rafting, fishing and just generally​ spending time outdoors. Since cutting back his workload, he’s been traveling – enjoying good food and wine and experiencing new places.



Check my background


Areas of Expertise

Wealth Management


University of Montana Missoula, Montana
B.S. in Business-emphasis Accounting – 1973

Examinations & Licenses

Certified Public Accountant- 1975 – 2015 (retired)
FINRA Series 7, 66
Montana Life & Disability Insurance License
Registered to offer securities in CA, ID, MS, MT, NV, SC, SD, WA and WY
All Team / Bob Nebel