Jeffrey Todd Robbins

Employer firm

Crescent Grove Advisors CRD 170912

$5.50B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2001-02-26

Designations

• Certified Financial Planner