SEC CRD #801-67262
The Nestegg Group is a registered investment advisor that builds diversified investment portfolios for individuals including business owners, professionals, inheritors, and those experiencing life transitions. The firm operates as an independent SEC-registered advisor focused on personalized wealth management and financial planning rather than venture capital or private equity investments.
JEFF LASKE
CCO
📞 (847) 677-6378
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AUM
$331M
Location
LINCOLNWOOD, IL
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