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Jeffrey Todd Robbins

Crescent Grove Advisors

Milwaukee, WI

Lake Forest, IL

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Current Employers
Crescent Grove Advisors

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-09-13
  • WI RA
    APPROVED
    Since 2022-09-13

Branch Locations

313 N. Plankinton Avenue, Suite 216, Milwaukee, WI 53203 • United States

100 South Saunders Road Suite 210, Lake Forest, IL 60045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Martin Capital Management, Inc. Elkhart IN 01/2016 01/2018
Next Generation Wealth Management, Inc. Milwaukee WI 01/2018 12/2021
Beacon Pointe Advisors, Llc Milwaukee WI 01/2022 08/2022
Crescent Grove Advisors, Llc Lake Forest IL 09/2022 Present
  • 01/2016 → 01/2018
    Martin Capital Management, Inc.
    Elkhart, IN
  • 01/2018 → 12/2021
    Next Generation Wealth Management, Inc.
    Milwaukee, WI
  • 01/2022 → 08/2022
    Beacon Pointe Advisors, Llc
    Milwaukee, WI
  • 09/2022 → Present
    Crescent Grove Advisors, Llc
    Lake Forest, IL
Previous Registrations
  • 2022-01-12 → 2022-08-30
    Beacon Pointe Advisors, Llc
    Milwaukee, WI
    Newport Beach, CA
  • 2018-01-16 → 2022-03-07
    Next Generation Wealth Management, Inc.
    Milwaukee, WI
  • 2014-03-13 → 2018-01-12
    Martin Capital Management, Llc
    Brookfield, WI
  • 2005-07-12 → 2014-02-25
    Crg Financial Services, Inc.
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-26
  • S66 Uniform Combined State Law Examination
    2001-02-26
Designations

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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