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David Scott Keevins

Crescent Grove Advisors

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About David Scott Keevins

David Keevins is a registered investment advisor representative with Crescent Grove Advisors, based in Lake Forest, IL. David Keevins has been in the securities industry since 1992. Prior to joining Crescent Grove Advisors, David Keevins was a financial advisor with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. David Keevins has passed the Series 63, Series 65, Series 7, and SIE exams. David Keevins specializes in providing financial planning services, portfolio management for individuals and businesses.

Firm Information

David Keevins 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.

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financial planning services

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

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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David Keevins’s Registration & Firm History

IL

01/01/2025 - Present

Crescent Grove Advisors (LAKE FOREST IL)

WI

08/01/2012 - 10/01/2014

BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)

WI

10/11/2006 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)

NY

12/09/1994 - 09/26/2005

MERCER ALLIED COMPANY, L.P. (COHOES NY)

NY

02/28/1992 - 12/09/1994

MERCER ALLIED CORPORATION (ALBANY NY)

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Licenses & Designations

IA

Issued 05/25/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2014

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Scott Keevins.
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