JL
Jeffery T. Laske
THE NESTEGG GROUP
LINCOLNWOOD, IL 60712
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CRD#: 4518284
JL
Professional summary
Jeffery Thomas Laske is a registered financial advisor currently at THE NESTEGG GROUP, INC. located in Lincolnwood, Illinois.
Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeffery has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Thomas Laske's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 29, 2002 - Present
THE NESTEGG GROUP, INC.
Office #1: 6676 N. Lincoln Avenue, Lincolnwood, IL 60712RIA
CRD#: 118419
LINCOLNWOOD, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TN
THE NESTEGG GROUP, INC.
GOODMAN, STEVEN CHARLES | THE NESTEGG GROUP, INC. | THE NESTEGG GROUP
CRD#: 118419 / SEC#: 801-67262
RIA
Registered Investment Advisory firm - (11/16/2006 Approved)Arizona
Registered Investment Advisory firm - (11/20/2006 Terminated)California
Registered Investment Advisory firm - (11/27/2006 Terminated)Illinois
Registered Investment Advisory firm - (11/16/2006 Terminated)New York
Registered Investment Advisory firm - (11/20/2006 Cancelled)Ohio
Registered Investment Advisory firm - (11/20/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(3/29/2002)
Current Firm
TN
THE NESTEGG GROUP, INC.
GOODMAN, STEVEN CHARLES | THE NESTEGG GROUP, INC. | THE NESTEGG GROUP
CRD#: 118419 / SEC#: 801-67262
RIA
Registered Investment Advisory firm - (11/16/2006 Approved)Arizona
Registered Investment Advisory firm - (11/20/2006 Terminated)California
Registered Investment Advisory firm - (11/27/2006 Terminated)Illinois
Registered Investment Advisory firm - (11/16/2006 Terminated)New York
Registered Investment Advisory firm - (11/20/2006 Cancelled)Ohio
Registered Investment Advisory firm - (11/20/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6676 N. Lincoln Ave. 2nd Floor, Lincolnwood, IL 60712
Mailing Address
Phone number
(847) 677-6378
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 742 |
| AUM (Assets Under Management) | $ 268,599,124 |
Red Flags
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