Inactive

Eric R Schmitz

Crescent Grove Advisors

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

Authority	Category	Status	Date
IL	RA	APPROVED	2020-12-16

IL RA
APPROVED

Since 2020-12-16

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
Crescent Grove Advisors, Llc	Lake Forest	IL	01/2016	Present

01/2016 → Present

Crescent Grove Advisors, Llc

Lake Forest, IL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-09-04

S63 Uniform Securities Agent State Law Examination

2015-09-04

Designations

Other Names

Eric Schmitz

View on SEC IAPD

Other Firms

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OBAR WEALTH MANAGEMENT LLC

Other Investors

Allison Marie Ockwood

Kevin G. Rieger

Nicole Teresa Simmons

Michael John Brady

Samantha Pelligrino McGuire

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL

BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL

ISTO ADVISORS, LLC · Lake Forest, IL

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · Lake Forest, IL

ROUNDTABLE HEALTHCARE MANAGEMENT, INC · LAKE FOREST, IL

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Lake Forest, IL

OBAR WEALTH MANAGEMENT LLC · LAKE FOREST, IL

EDWARD JONES · LAKE FOREST, IL

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