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Blake Robert Karls

Crescent Grove Advisors

Milwaukee, WI

CRD 5574027

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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:

Current Employers
Crescent Grove Advisors

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-01-30
  • WI RA
    APPROVED
    Since 2024-01-30

Branch Locations

313 N. Plankinton Avenue, Suite 216, Milwaukee, WI 53203 • 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
Robert W. Baird Milwaukee WI 04/2014 08/2017
Artisan Partners Asset Management Milwaukee WI 08/2017 Present
  • 04/2014 → 08/2017
    Robert W. Baird
    Milwaukee, WI
  • 08/2017 → Present
    Artisan Partners Asset Management
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-14
  • S66 Uniform Combined State Law Examination
    2014-08-14
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby 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

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