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Benjamin K Zwief

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

AuthorityCategoryStatusDate
IL RA APPROVED 2025-06-13
  • IL RA
    APPROVED
    Since 2025-06-13

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
OrganizationCityStateFromTo
Crescent Grove Advisors, Llc Milwaukee WI 08/2018 09/2021
Student Madison WI 08/2017 08/2018
Robert W. Baird & Co. Milwaukee WI 05/2017 08/2017
Crescent Grove Advisors Llc Lake Forest IL 09/2021 Present
Student Madison WI 08/2016 05/2017
  • 08/2018 → 09/2021
    Crescent Grove Advisors, Llc
    Milwaukee, WI
  • 08/2017 → 08/2018
    Student
    Madison, WI
  • 05/2017 → 08/2017
    Robert W. Baird & Co.
    Milwaukee, WI
  • 09/2021 → Present
    Crescent Grove Advisors Llc
    Lake Forest, IL
  • 08/2016 → 05/2017
    Student
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-06
  • S65 Uniform Investment Adviser Law Examination
    2025-06-06

View on SEC IAPD

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Kevin G. Rieger
Tommy Pirvu
Nicole Teresa Simmons
DUSTIN L WHITE
Michael John Brady
Samantha Pelligrino McGuire
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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