Lantz Allan Martin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 06/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2014 → 06/2019
  Northwestern Mutual Investment Services, Llc
  Tampa, FL
• 02/2015 → 06/2019
  Curtis Parry
  Tampa, FL
• 07/2015 → 06/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2019 → 04/2024
  Lpl Financial Llc
  Tampa, FL
• 07/2019 → 04/2024
  The Bank Of Tampa
  Tampa, FL
• 04/2024 → Present
  Nesteggs Retirement Plan Services, Inc.
  Jacksonville, FL

Previous Registrations

• 2019-08-27 → 2024-05-29
  Lpl Financial Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  St Petersburg, FL
  Clearwater, FL
  Brandon, FL
  Tampa, FL
  Largo, FL
  Tampa, FL
  Plant City, FL
  Sarasota, FL
  Tampa, FL
  Clearwater, FL
  Lakewood Ranch, FL
  Tampa, FL
  St Petersburg, FL

Other Businesses

Independent Insurance Agent; Investment Related; Life including Variable Annuity and Health; Start Date 06/2013; Approx. 0-16 hours/month all during securities trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-08-08

Designations

• Certified Financial Planner
• Chartered Financial Consultant