Shanna M Venne

Current Employers

Crescent Grove Advisors

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2020-08-25

WI RA
APPROVED

Since 2020-08-25

Branch Locations

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

Organization	City	State	From	To
N/A	New Berlin	WI	01/2016	02/2018
Crescent Grove Advisors, Llc	Milwaukee	WI	02/2018	Present

01/2016 → 02/2018

N/A

New Berlin, WI
02/2018 → Present

Crescent Grove Advisors, Llc

Milwaukee, WI

Other Businesses

Opal 53, LLC, non-investment related, PO Box 510542 New Berlin, WI 53151, real estate, member and accountant, July 22, 2013, 2 hours per month, 0 hours during trading hours, accounting related duties regarding real estate property.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-25
S63	Uniform Securities Agent State Law Examination	2004-10-14

S65 Uniform Investment Adviser Law Examination

2020-08-25
S63 Uniform Securities Agent State Law Examination

2004-10-14

Other Names

Shanna Marie Venne
Shanna M Bruening

View on SEC IAPD

Current Employers

Crescent Grove Advisors

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews