Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Terry Peterson is a financial advisor at Crescent Grove Advisors. Robert has been in the financial services industry since 2001. Robert has a Series 7 and Series 66 license. He is registered with the state of Illinois. Robert previously worked at Mercer Allied Company, L.P. and AYCO/GOLDMAN SACHS. Robert works with clients of all types including individuals, businesses, high-net-worth individuals, trusts, and estates. He specializes in providing financial planning, investment management, and retirement planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
06/12/2018 - Present
Crescent Grove Advisors (LAKE FOREST IL)
IL
09/20/2002 - 05/04/2018
MERCER ALLIED COMPANY, L.P. (DEERFIELD IL)
BOTH
Issued 01/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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