Jeffrey Todd Robbins
Investment adviser representative at Crescent Grove Advisors
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Crescent Grove Advisors, LLCSep 2022 to now
- Beacon Pointe Advisors, LLCJan 2022 to Aug 2022
- Next Generation Wealth Management, Inc.Jan 2018 to Dec 2021
- Martin Capital Management, Inc.Jan 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (WI).
Crescent Grove Advisors
Legal name: Crescent Grove Advisors, LLC
$5.5BAssets managed
382Clients
21Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3040360
- Firm CRD
- 170912