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Eric R Schmitz

Crescent Grove Advisors

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About Eric R Schmitz

Eric Schmitz is a financial advisor with Crescent Grove Advisors. Eric has been in the industry since 2013. Eric has a Series 7, Series 86, Series 87, and SIE licenses. He is registered in Illinois. Eric has a professional designation of Chartered Financial Analyst. Eric has experience providing financial planning and portfolio management services for individuals and businesses. He is registered with the firm's Lake Forest, Illinois office.

Firm Information

Eric Schmitz 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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Eric Schmitz’s Registration & Firm History

IL

12/16/2020 - Present

Crescent Grove Advisors (LAKE FOREST IL)

IL

07/10/2015 - 12/04/2015

WILLIAM BLAIR (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2015

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/02/2015

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric R Schmitz.
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