linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Blake Robert Karls

Crescent Grove Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Blake? Claim Your Profile

About Blake Robert Karls

Blake Robert Karls is a financial advisor with Crescent Grove Advisors. Blake has been in the financial industry for over nine years. Blake holds the Series 7 and Series 66 licenses, in addition to the SIE. Blake has a wide range of experience working with individual investors and businesses. Blake is a Chartered Financial Analyst.

Firm Information

Blake Karls is currently registered with Crescent Grove Advisors. Crescent Grove Advisors is an investment advisor based in LAKE FOREST, IL. They manage approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Their services include financial planning and portfolio management. The firm has 3 licensed agents and 17 investment advisor representatives.
Crescent Grove Advisors

100 NORTH FIELD DRIVE

LAKE FOREST, IL 60045

$4.46B

Assets Under Management

11

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Blake Karls’s Registration & Firm History

WI

01/30/2024 - Present

Crescent Grove Advisors (Milwaukee WI)

WI

11/06/2017 - 10/12/2023

ARTISAN PARTNERS DISTRIBUTORS LLC (MILWAUKEE WI)

WI

07/09/2014 - 08/18/2017

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

IL

06/17/2009 - 03/13/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (PONTIAC IL)

Not sure if Blake Robert Karls is right for you?

Licenses & Designations

BOTH

Issued 08/14/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blake Robert Karls.
Not sure if Blake Robert Karls is right for you?