Crescent Grove Advisors

Crescent Grove Advisors (CRD# 170912) is a financial advisory firm headquartered in Lake Forest, IL. They manage $2,078,169,261 in 153 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,078
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $13,582,806
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, IL, MN, NH, TX, VA, WI

Financial Advisors at Crescent Grove Advisors
Showing 1 - 10 of 11 top financial advisors.
1
Andrew S. Krei
CRD#: 5967208
100 Field Drive, Suite 120, Lake Forest, IL 60045
96
Wealthminder
score

Andrew Krei (CRD# 5967208) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 6 years of experience in the finance industry.

2
Alan E. Cheskey
CRD#: 1346533
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Alan Cheskey (CRD# 1346533) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 32 years of experience in the finance industry.

3
Gary P. Gawryleski
CRD#: 4887855
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Gary Gawryleski (CRD# 4887855) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 13 years of experience in the finance industry.

4
Gregg W. George
CRD#: 2962011
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Gregg George (CRD# 2962011) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 20 years of experience in the finance industry.

5
Christopher M. Jauch
CRD#: 4648610
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Christopher Jauch (CRD# 4648610) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 14 years of experience in the finance industry.

6
David S. Keevins
CRD#: 2194433
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

David Keevins (CRD# 2194433) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 25 years of experience in the finance industry.

7
Nicholas H. Kochanski
CRD#: 4608208
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Nicholas Kochanski (CRD# 4608208) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 15 years of experience in the finance industry.

8
David C. Ness
CRD#: 3079662
333 N. Plankinton Ave., Suite 216, Milwaukee, WI 53203
93
Wealthminder
score

David Ness (CRD# 3079662) is an Investment Advisor Representative working at Crescent Grove Advisors in Milwaukee, WI and has over 18 years of experience in the finance industry.

9
Mitchell A. Prosk
CRD#: 4170500
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

Mitchell Prosk (CRD# 4170500) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 17 years of experience in the finance industry.

10
James M. Wood
CRD#: 2781526
100 Field Drive, Suite 120, Lake Forest, IL 60045
93
Wealthminder
score

James Wood (CRD# 2781526) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 21 years of experience in the finance industry.

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