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Financial ADVSR advisor directory · SEC adviser records

Crescent Grove Advisors financial advisors in Milwaukee, WI

Every SEC-registered investment adviser representative at a Crescent Grove Advisors office in Milwaukee, A to Z.

The short answer

3 registered advisors work at Crescent Grove Advisors in Milwaukee, out of 19 at the firm nationwide; it ranks number 47 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Crescent Grove Advisors advisors in Milwaukee, A to Z

Every Crescent Grove Advisors advisor →

Crescent Grove Advisors advisors in every city and state →Crescent Grove Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Crescent Grove Advisors advisors in other cities

Lake Forest, IL 14Atlanta, GA 2

Other firms in Milwaukee

All Milwaukee advisors →

Robert W. Baird & Co. Incorporated 379Northwestern Mutual Investment Services, LLC 112Morgan Stanley 38Johnson Wealth Inc. 37J.P. Morgan Securities LLC 34Wells Fargo Clearing Services, LLC 31RBC Capital Markets, LLC 30Equitable Advisors, LLC 23Osaic Wealth, Inc. 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17

Questions

How many financial advisors does Crescent Grove Advisors have in Milwaukee?

3 investment adviser representatives are registered at Crescent Grove Advisors offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Crescent Grove Advisors one of the largest advisor employers in Milwaukee?

Crescent Grove Advisors ranks number 47 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 379.

How do I check a Crescent Grove Advisors advisor in Milwaukee?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Crescent Grove Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.