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Kevin John Cress

Nesteggs, Inc.

Soutlake, TX

CRD 2391628

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Employer firm

Nesteggs, Inc. CRD 133507

$911M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Nesteggs, Inc.

10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-17
FL RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2025-03-17
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

Soutlake, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nepc, Llc Boston MA 05/2012 12/2017
The Class Advisor, Inc. Grapevine TX 01/2018 Present
  • 05/2012 → 12/2017
    Nepc, Llc
    Boston, MA
  • 01/2018 → Present
    The Class Advisor, Inc.
    Grapevine, TX
Previous Registrations
  • 2019-07-11 → 2020-12-31
    The Class Advisor, Inc.
    Grapevine, TX
  • 2007-06-27 → 2010-09-30
    Hewitt Investment Group Llc
    Norwalk, CT
    Lincolnshire, IL
  • 2003-01-27 → 2006-11-28
    401(K) Investment Advisors
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-24
S63 Uniform Securities Agent State Law Examination 2000-12-01
  • S65 Uniform Investment Adviser Law Examination
    2003-01-24
  • S63 Uniform Securities Agent State Law Examination
    2000-12-01
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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