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Luke Mathew Harris

Crescent Grove Advisors

Lake Forest, IL

Milwaukee, WI

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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 2026-07-16
  • WI RA
    APPROVED
    Since 2026-07-16

Branch Locations

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

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
Catholic Financial Life Milwaukee WI 05/2023 09/2023
Crescent Grove Advisors Milwaukee WI 10/2023 05/2025
Crescent Grove Advisors Atlanta GA 05/2025 07/2026
Student Brookfield WI 10/2015 05/2023
Crescent Grove Advisors Milwaukee WI 07/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-20
  • S65 Uniform Investment Adviser Law Examination
    2025-12-20

View on SEC IAPD

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CAROL H. BUSS

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

More in Lake Forest, IL

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