Nicholas KochanskiCRD Number: 4608208
Current Firm: Crescent Grove Advisors, LLC
Nicholas Kochanski (CRD# 4608208) is an Investment Advisor Representative working at Crescent Grove Advisors, LLC in Lake Forest, IL and has over 14 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Nfp Advisor Services, LLC
|Crescent Grove Advisors, LLC||Lake Forest, IL||Apr 2015 - Current||2|
|Bmo Harris Investment Management, Inc.||Milwaukee, WI||Jun 2012 - Apr 2015||2|
|Bmo Harris Financial Advisors, Inc.||Milwaukee, WI||Aug 2012 - Oct 2014||2|
|M & I Financial Advisors, Inc.||Milwaukee, WI||Jan 2006 - Aug 2012||6|
|M&i Investment Management Corp.||Milwaukee, WI||Jul 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management1,645MILLIONS
Total Number of Accounts1,353ACCOUNTS
Average Account Value$1,215,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, GA, IL, MN, NH, TX, VA, WI
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