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Steven G
Series 65
Lincolnwood, IL
The Nestegg Group, Inc.
Steven Goodman is a financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 credential and 28 years of industry experience. He has been with The Nestegg Group since 1993, spanning 33 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a combination of mutual funds, exchange-traded funds, and access to alternative investments, with approaches guided by asset allocation, qualitative manager analysis, and varied trading strategies.
Jeffery L
Series 65
Lincolnwood, IL
The Nestegg Group, Inc.
Jeffery Laske is a Series 65-licensed financial advisor with 24 years of industry experience, currently practicing at The Nestegg Group, Inc. in Lincolnwood, IL. He has been with The Nestegg Group since 1994, totaling 32 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, primarily using mutual funds and exchange-traded funds guided by asset allocation and qualitative analysis, and also offers access to alternative investments through third-party platforms.
Akiva G
Series 65
Lincolnwood, IL
The Nestegg Group, Inc.
Akiva Goodman is a Series 65-licensed financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, where he has worked since 2014. He has 11 years of industry experience. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a range of mutual funds, ETFs, and alternative investments guided by asset allocation and manager analysis.
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