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Jeffrey Todd Robbins

Crescent Grove Advisors

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About Jeffrey Todd Robbins

Jeffrey Robbins is an investment advisor representative at Crescent Grove Advisors. Jeffrey has been in the industry since 1998. He is a Certified Financial Planner and has experience with several financial institutions such as Securities America, Inc. and Raymond James Financial Services, Inc.. Jeffrey has a Series 7 and Series 66 license, which allows him to offer a wide range of investment products and services. Jeffrey is a registered investment advisor in Wisconsin.

Firm Information

Jeffrey Robbins 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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Jeffrey Robbins’s Registration & Firm History

WI

09/13/2022 - Present

Crescent Grove Advisors (Milwaukee WI)

WI

07/05/2005 - 02/25/2014

SECURITIES AMERICA, INC. (BROOKFIELD WI)

FL

05/22/2002 - 06/16/2005

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NE

10/03/2000 - 05/14/2002

SECURITIES AMERICA, INC. (LAVISTA NE)

WI

10/15/1998 - 07/03/2000

SUNSTONE DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 02/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Todd Robbins.
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