Lantz Allan Martin
Investment adviser representative at Nesteggs, Inc.
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$911.3MFirm assets
Are you Lantz Allan Martin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Nesteggs, Inc.May 2024 to now
- Nesteggs Retirement Plan Services, Inc.Apr 2024 to now
- LPL Financial LLCJul 2019 to Apr 2024
- The Bank of TampaJul 2019 to Apr 2024
- Northwestern Mutual Wealth Management CompanyJul 2015 to Jun 2019
- Curtis ParryFeb 2015 to Jun 2019
- Northwestern Mutual Investment Services, LLCJul 2014 to Jun 2019
- Northwestern Mutual Life Insurance CompanyJun 2013 to Jun 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Nesteggs, Inc.
Legal name: Nesteggs Retirement Plan Services, Inc.
$911.3MAssets managed
616Clients
11Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6190251
- Firm CRD
- 133507