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Steven Charles Goodman

THE NESTEGG GROUP, INC.·LINCOLNWOOD, Illinois
Clean recordTHE NESTEGG GROUP, INC.
6676 N. LINCOLN AVE., LINCOLNWOOD, IL 60712CRD# 2419649Firm CRD# 118419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Charles Goodman · LINCOLNWOOD, IL
Registration
CRD #2419649 · THE NESTEGG GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Charles Goodman is a registered financial advisor based in LINCOLNWOOD, Illinois, affiliated with THE NESTEGG GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
THE NESTEGG GROUP, INC.
THE NESTEGG GROUP, INC.
AUM
$231M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THE NESTEGG GROUP, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2419649
Firm CRD# 118419
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Charles Goodman offer?
Steven Charles Goodman specializes in Investment Management, Fee-Only Advisory. Contact their office in LINCOLNWOOD, Illinois for a consultation.
What are Steven Charles Goodman's credentials?
Steven Charles Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Charles Goodman located?
Steven Charles 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 Steven Charles Goodman charge for services?
Steven Charles 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.

Akiva R. 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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City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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