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Gregg William George

Crescent Grove Advisors

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About Gregg William George

Gregg William George is an investment advisor representative with Crescent Grove Advisors. Gregg is a registered investment advisor representative (IAR) in Illinois and Wisconsin. Gregg has been in the securities industry since 1998. Gregg was previously registered with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. Gregg is also a managing director of Crescent Grove Insurance. Gregg has a wide range of experience in the financial services industry. Gregg is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Gregg George 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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Gregg George’s Registration & Firm History

IL

01/01/2025 - Present

Crescent Grove Advisors (LAKE FOREST IL)

WI

08/01/2012 - 09/30/2014

BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)

WI

09/16/2005 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)

NY

04/15/1998 - 08/22/2005

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

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Licenses & Designations

BC

Issued 08/22/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/16/2024

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregg William George.
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