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Akiva R. Goodman

THE NESTEGG GROUP, INC.·LINCOLNWOOD, Illinois
Series 65Clean record11 years registeredTHE NESTEGG GROUP, INC.
6676 N. LINCOLN AVE., LINCOLNWOOD, IL 60712CRD# 6492837Firm CRD# 118419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Akiva R. Goodman · LINCOLNWOOD, IL
Registration
CRD #6492837 · THE NESTEGG GROUP, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

THE NESTEGG GROUP, INC.
Jun 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 17, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE NESTEGG GROUP, INC.
CRD 118419 · SEC 801-67262
AUM
$231M
Regulatory assets under management
Employees
3
704 client accounts
Services offered by THE NESTEGG GROUP, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at THE NESTEGG GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Akiva R. Goodman offer?
Akiva R. Goodman specializes in Investment Management, Fee-Only Advisory. Contact their office in LINCOLNWOOD, Illinois for a consultation.
What are Akiva R. Goodman's credentials?
Akiva R. Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Akiva R. Goodman located?
Akiva R. Goodman is based in LINCOLNWOOD, Illinois, working with THE NESTEGG GROUP, INC.. Their office serves clients in the LINCOLNWOOD metropolitan area and surrounding communities.
How does Akiva R. Goodman charge for services?
Akiva R. Goodman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE NESTEGG GROUP, INC.?
THE NESTEGG GROUP, INC. has approximately 3 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE NESTEGG GROUP, INC.

Steven Charles Goodman
LINCOLNWOOD, IL
Jeffery Thomas Laske
LINCOLNWOOD, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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Research
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