Elizabeth A. Watkins
Professional summary
Elizabeth Anne Watkins, who also goes by Elizabeth Anne Breckel, Elizabeth Anne Eisenmenger, Elizabeth Eisenmenger, Liz Eisenmenger, is a registered financial advisor currently at CRESCENT GROVE ADVISORS located in Lake Forest, Illinois.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Elizabeth has worked at 12 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Anne Watkins's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2020 - Present
CRESCENT GROVE ADVISORS
Office #1: 100 South Saunders Road Suite 210, Lake Forest, IL 60045August 18, 2014 - March 23, 2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED
August 18, 2014 - October 11, 2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED
May 9, 2014 - October 14, 2019
ZIEGLER CAPITAL MANAGEMENT, LLC
December 12, 2012 - May 5, 2014
CALAMOS ADVISORS LLC
October 7, 2011 - December 12, 2012
CALAMOS WEALTH MANAGEMENT LLC
September 14, 2011 - May 5, 2014
CALAMOS FINANCIAL SERVICES LLC
May 21, 2010 - September 9, 2011
ZIEGLER CAPITAL MANAGEMENT, LLC
April 24, 2008 - September 9, 2011
B. C. ZIEGLER AND COMPANY
November 28, 2003 - September 9, 2011
B. C. ZIEGLER AND COMPANY
December 2, 2002 - November 26, 2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
April 23, 2002 - November 7, 2002
BROOKLIGHT PLACE SECURITIES, INC.
October 26, 1999 - April 12, 2002
OBERWEIS SECURITIES, INC.
October 21, 1993 - October 25, 1999
GENEVA SECURITIES,INC.
January 15, 1993 - September 10, 1993
INVESCO CAPITAL MARKETS, INC.
Primary Firm SEC Registration
CRESCENT GROVE ADVISORS
CRD#: 170912 / SEC#: 801-79577
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/16/2020)
Exams
Current Firm
CRESCENT GROVE ADVISORS
CRD#: 170912 / SEC#: 801-79577
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 381 |
| AUM (Assets Under Management) | $ 4,996,271,684 |
Red Flags
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