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Nicholas Henry Kochanski

Crescent Grove Advisors

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About Nicholas Henry Kochanski

Nicholas Kochanski is an investment advisor representative currently working for Crescent Grove Advisors, LLC. Nicholas has worked in the industry since January 2003 and is licensed in both Illinois and Wisconsin. Nicholas's career began at M&I Financial Advisors, Inc in Milwaukee.

Firm Information

Nicholas Kochanski 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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Nicholas Kochanski’s Registration & Firm History

IL

04/24/2015 - Present

Crescent Grove Advisors (LAKE FOREST IL)

WI

08/01/2012 - 10/01/2014

BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)

WI

01/12/2006 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)

NY

01/09/2003 - 09/26/2005

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

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Licenses & Designations

BOTH

Issued 02/04/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2014

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Henry Kochanski.
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