The Nestegg Group, Inc.

The Nestegg Group, Inc. (CRD# 118419) is a financial advisory firm headquartered in Lincolnwood, IL. They manage $231,344,399 in 704 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
6676 N. Lincoln Ave., 2nd Floor, Lincolnwood, IL 60712
https://www.thenestegggroup.com
By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    704
    ACCOUNTS
  • Average Account Value
    $328,614
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MO, NH, NY, OH, WI

Financial Advisors at The Nestegg Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Akiva Goodman, financial advisor Lincolnwood IL
Akiva R. Goodman
CRD#: 6492837
6676 N. Lincoln Ave., 2nd Floor, Lincolnwood, IL 60712

Akiva Goodman (CRD# 6492837) is an Investment Advisor Representative working at The Nestegg Group, Inc. in Lincolnwood, IL and has over 8 years of experience in the finance industry.

2
Steven Goodman, financial advisor Lincolnwood IL
Steven C. Goodman
CRD#: 2419649
6676 N. Lincoln Avenue, Lincolnwood, IL 60712

Steven Goodman (CRD# 2419649) is an Investment Advisor Representative working at The Nestegg Group, Inc. in Lincolnwood, IL and has over 30 years of experience in the finance industry.

3
Jeffery Laske, financial advisor Lincolnwood IL
Jeffery T. Laske
CRD#: 4518284
6676 N. Lincoln Avenue, Lincolnwood, IL 60712

Jeffery Laske (CRD# 4518284) is an Investment Advisor Representative working at The Nestegg Group, Inc. in Lincolnwood, IL and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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