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Shanna M Venne

Crescent Grove Advisors

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About Shanna M Venne

Shanna Venne is an Investment Advisor Representative at Crescent Grove Advisors. Shanna is a registered investment advisor in Wisconsin. Shanna is a financial professional with over 15 years of experience. Shanna is also a member and accountant for Opal 53, LLC. Shanna specializes in providing financial planning, portfolio management for businesses and individuals. Shanna works with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses and friends and family.

Firm Information

Shanna Venne 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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Shanna Venne’s Registration & Firm History

IL

08/25/2020 - Present

Crescent Grove Advisors (LAKE FOREST IL)

WI

03/19/2004 - 07/14/2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 08/25/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shanna M Venne.
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