Kevin Brooks Cheezum

Current Employers

Employment History

• 04/2004 → Present
  Nesteggs Retirement Plan Services, Inc.
  Jacksonville, FL

Other Businesses

Kevin Cheezum serves on the Schwab Retirement Business Services Trust and Custody Advisory Board and the PenChecks Trust Client Advisory Board (collectively, the “Advisory Board”). The Advisory Board consists of representatives of independent investment advisory firms and other employee benefit plan providers who have been invited to participate in meetings and discussions regarding retirement services for independent investment advisory firms, recordkeepers, other employee benefit plan providers and their clients. Generally, Advisory Board members serve for three-year terms and enter into nondisclosure agreements under which they agree not to disclose confidential information shared with them. Advisory Board members are not compensated for their service, but the Advisory Board may pay for or reimburse Advisory Board members’ travel, lodging, meals, and other incidental expenses incurred in attending Advisory Board meetings or attendance at conferences.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-11

Other Names

• Kevin Cheezum