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RIA / WealthAdvisorChartered Financial Analyst25 years in industry

KEVIN JOHN CRESS

Advisor at NESTEGGS, INC.

Soutlake, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NESTEGGS, INC.
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Dec 1, 2000
First registration: Jan 27, 2003
Dual registered: no
IAPD individual key: 2391628

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NESTEGGS, INC.	Other adviser	Jan 1, 2025	n/a	yes	Soutlake, TX	Current employment
THE CLASS ADVISOR, INC.	n/a	Jul 11, 2019	Dec 31, 2020	no	GRAPEVINE, TX	Previous registration
HEWITT INVESTMENT GROUP LLC	n/a	Jun 27, 2007	Sep 30, 2010	no	NORWALK, CT\|LINCOLNSHIRE, IL	Previous registration
401(K) INVESTMENT ADVISORS	n/a	Jan 27, 2003	Nov 28, 2006	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE CLASS ADVISOR, INC.	NESTEGGS, INC.	Dec 31, 2020	Jan 1, 2025	1,462	Firm change after gap	Other
HEWITT INVESTMENT GROUP LLC	THE CLASS ADVISOR, INC.	Sep 30, 2010	Jul 11, 2019	3,206	Firm change after gap	Other
401(K) INVESTMENT ADVISORS	HEWITT INVESTMENT GROUP LLC	Nov 28, 2006	Jun 27, 2007	211	Firm change	Other

Relationships

Registered with (4)

→ NESTEGGS, INC.Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ THE CLASS ADVISOR, INC.Registered adviserregistration: previous registration
Jul 11, 2019 to Dec 31, 2020factForm ADV
→ HEWITT INVESTMENT GROUP LLCRegistered adviserregistration: previous registration
Jun 27, 2007 to Sep 30, 2010factForm ADV
→ 401(K) INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Jan 27, 2003 to Nov 28, 2006factForm ADV

Dated events

No dated event names this entity yet.