Jeffrey T. Robbins

CRESCENT GROVE ADVISORS

Milwaukee, WI 53203

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CRD#: 3040360

Professional summary

Jeffrey Todd Robbins, CFP® is a registered financial advisor currently at CRESCENT GROVE ADVISORS located in Milwaukee, Wisconsin.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 8 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Todd Robbins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 13, 2022 - Present

CRESCENT GROVE ADVISORS

Office #1: 313 N. Plankinton Avenue, Suite 216, Milwaukee, WI 53203

RIA

CRD#: 170912

Milwaukee, WI

Past

January 12, 2022 - August 30, 2022

BEACON POINTE ADVISORS, LLC

RIA

CRD#: 119290

Milwaukee, WI

Past

January 16, 2018 - March 7, 2022

NEXT GENERATION WEALTH MANAGEMENT, INC.

RIA

CRD#: 134057

MILWAUKEE, WI

Past

March 13, 2014 - January 12, 2018

MARTIN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 157339

BROOKFIELD, WI

Past

July 12, 2005 - February 25, 2014

CRG FINANCIAL SERVICES, INC.

RIA

CRD#: 112957

BROOKFIELD, WI

Past

July 5, 2005 - February 25, 2014

SECURITIES AMERICA, INC.

CRD#: 10205

BROOKFIELD, WI

Past

May 22, 2002 - June 16, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

October 3, 2000 - May 14, 2002

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

October 15, 1998 - July 3, 2000

DISTRIBUTION SERVICES, LLC

CRD#: 25938

PORTLAND, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRESCENT GROVE ADVISORS

CARRIE ADVISORS, LLC | CRESCENT GROVE ADVISORS, LLC | CRESCENT GROVE ADVISORS

CRD#: 170912 / SEC#: 801-79577

RIA

Registered Investment Advisory firm - (4/17/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(9/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/26/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/27/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/8/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CRESCENT GROVE ADVISORS

CARRIE ADVISORS, LLC | CRESCENT GROVE ADVISORS, LLC | CRESCENT GROVE ADVISORS

CRD#: 170912 / SEC#: 801-79577

RIA

Registered Investment Advisory firm - (4/17/2014 Approved)

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Contact information

Main Address

100 South Saunders Road Suite 210, Lake Forest, IL 60045

Mailing Address

Phone number

(847) 752-0292

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRESCENT GROVE ADVISORS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	381
AUM (Assets Under Management)	$ 4,996,271,684

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey T. Robbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Todd Robbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON POINTE ADVISORS, LLC

NEXT GENERATION WEALTH MANAGEMENT, INC.

MARTIN CAPITAL MANAGEMENT, LLC

CRG FINANCIAL SERVICES, INC.

SECURITIES AMERICA, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

SECURITIES AMERICA, INC.

DISTRIBUTION SERVICES, LLC

Primary Firm SEC Registration

CRESCENT GROVE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/26/2001

Series 7

Date: 11/27/2000

Series 6

Date: 10/8/1998

Current Firm

CRESCENT GROVE ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRESCENT GROVE ADVISORS

TRUST BUT VERIFY

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