Blake Robert Karls
Investment adviser representative at Crescent Grove Advisors
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- Crescent Grove AdvisorsJan 2024 to now
- Artisan Partners Asset ManagementAug 2017 to now
- Robert W. BairdApr 2014 to Aug 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 5574027
- Firm CRD
- 170912