Benjamin K Zwief
Investment adviser representative at Crescent Grove Advisors
10 yearsExperience
1 stateRegistered in
$5.5BFirm assets
12 yearsFirm in business
Are you Benjamin K Zwief? Claim your profile
Contact this firm
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
10 years in the industry.
- Crescent Grove Advisors, LLCAug 2018 to now
- StudentAug 2017 to Aug 2018
- Robert W. Baird & Co.May 2017 to Aug 2017
- StudentAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6823459
- Firm CRD
- 170912