NESTEGGS RETIREMENT PLAN SERVICES, INC.
Legal name: NESTEGGS, INC.
CRD #133507 SEC #801-63869 JACKSONVILLE, FL 904-348-3131
SEC Registered
Total AUM
$724.7M
Discretionary
$661.4M
Employees
23
Clients
25
Accounts
608
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRONVOLD, SARAH | I | VP, CLIENT RELATIONSHIPS | NA | Control |
| GRONVOLD, SARAH | I | VP, CLIENT RELATIONSHIPS | NA | Control |
| GRONVOLD, SARAH | I | VP, CLIENT RELATIONSHIPS | NA | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT | NA | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT | NA | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY | E | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY | E | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY | E | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY | E | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY | E | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY | E | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY | E | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | D | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | D | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY, CCO | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY, CCO | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | PRESIDENT, SECRETARY | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | SHAREHOLDER | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | SHAREHOLDER | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | SHAREHOLDER | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | SHAREHOLDER | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | SHAREHOLDER | D | Control |
| SLIMMON, CONSTANCE, CROMWELL | I | SHAREHOLDER | D | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | D | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | D | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | D | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | D | Control |
| SLIMMON, ROBERT, FARNSWORTH | I | VICE PRESIDENT, TREASURER | D | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | C | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | C | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | C | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | C | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | C | Control |
| Jenkins, Alexander, Bullock | I | CHIEF REVENUE OFFICER | C | Control |
| Jenkins, Alexander, Bullock | I | CHIEF REVENUE OFFICER | C | Control |
| Jenkins, Alexander, Bullock | I | CHIEF REVENUE OFFICER | C | Control |
| Jenkins, Alexander, Bullock | I | CHIEF REVENUE OFFICER | C | Control |
| Jenkins, Alexander, Bullock | I | CHIEF REVENUE OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | C | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | B | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | B | Control |
| CHEEZUM, KEVIN, BROOKS | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | B | Control |
| GRONVOLD, SARAH | I | VP, BUSINESS DEVELOPMENT | B | Control |
| GRONVOLD, SARAH | I | PRESIDENT | B | Control |
| GRONVOLD, SARAH | I | PRESIDENT | B | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | B | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | B | Control |
| Macklin, Blake, Austine | I | CHIEF FINANCIAL OFFICER | B | Control |
| GRONVOLD, SARAH | I | VP, CLIENT RELATIONSHIPS | A | Control |
| GRONVOLD, SARAH | I | VP, CLIENT RELATIONSHIPS | A | Control |
| GRONVOLD, SARAH | I | VP, CLIENT RELATIONSHIPS | A | Control |
| GRONVOLD, SARAH | I | VP, CLIENT RELATIONSHIPS | A | Control |
| GRONVOLD, SARAH | I | VP, CLIENT RELATIONSHIPS | A | Control |
| GRONVOLD, SARAH | I | VP, CLIENT RELATIONSHIPS | A | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (15)
CA CT FL GA IL MA NC NH NJ NY OH PA SC TX VA
Address
10407 CENTURION PARKWAY NORTHSUITE 126
JACKSONVILLE, FL 32256
United States
Phone: 904-348-3131