Jeffrey Todd Robbins
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CARRIE ADVISORS, LLC | CRESCENT GROVE ADVISORS, LLC | CRESCENT GROVE ADVISORS
Contact Information
Main Address
100 South Saunders Road Suite 210, Lake Forest, IL 60045Phone Number
(847) 752-0292# of Employees
34SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
382AUM (Assets Under Management)
$5,504,086,413Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CARRIE ADVISORS, LLC | CRESCENT GROVE ADVISORS, LLC | CRESCENT GROVE ADVISORS
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1998About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Todd Robbins's CRS (Customer Relationship Summary).
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