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BZ

Benjamin K. Zwief

CRESCENT GROVE ADVISORS
LAKE FOREST, IL 60045
Some features on this profile are disabled
CRD#: 6823459
BZ

Professional summary

Benjamin K Zwief is a registered financial advisor currently at CRESCENT GROVE ADVISORS located in Lake Forest, Illinois.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Benjamin has worked at 1 firm and has passed the Series 65 exam.

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 Benjamin K Zwief'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®
None

Experience

Current

June 13, 2025 - Present

CRESCENT GROVE ADVISORS

Office #1: 100 South Saunders Road Suite 210, Lake Forest, IL 60045
RIA
CRD#: 170912
LAKE FOREST, IL

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".
CG
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
Illinois
(6/13/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2025
Uniform Investment Adviser Law Examination

Current Firm

CG
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
34

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts381
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.

Company Information

CRESCENT GROVE ADVISORS

CRD#: 170912Lake Forest, IL 60045

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