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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JEFFREY TODD ROBBINS

Advisor at CRESCENT GROVE ADVISORS

Milwaukee, WI | LAKE FOREST, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc224b00-2efa-e07b-162f-3dcea5167b3b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 12, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRESCENT GROVE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 26, 2001
First registration: Jul 12, 2005
Dual registered: no
IAPD individual key: 3040360

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRESCENT GROVE ADVISORS	Independent wealth	Sep 13, 2022	n/a	yes	Milwaukee, WI\|LAKE FOREST, IL	Current employment
BEACON POINTE ADVISORS, LLC	Independent wealth	Jan 12, 2022	Aug 30, 2022	no	Milwaukee, WI\|NEWPORT BEACH, CA	Previous registration
NEXT GENERATION WEALTH MANAGEMENT, INC.	Former SEC adviser	Jan 16, 2018	Mar 7, 2022	no	MILWAUKEE, WI	Previous registration
MARTIN CAPITAL MANAGEMENT, LLC	Former SEC adviser	Mar 13, 2014	Jan 12, 2018	no	BROOKFIELD, WI	Previous registration
CRG FINANCIAL SERVICES, INC.	n/a	Jul 12, 2005	Feb 25, 2014	no	BROOKFIELD, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON POINTE ADVISORS, LLC	CRESCENT GROVE ADVISORS	Aug 30, 2022	Sep 13, 2022	14	Firm change	RIA to RIA
NEXT GENERATION WEALTH MANAGEMENT, INC.	BEACON POINTE ADVISORS, LLC	Mar 7, 2022	Jan 12, 2022	-54	Firm change after gap	RIA to RIA
MARTIN CAPITAL MANAGEMENT, LLC	NEXT GENERATION WEALTH MANAGEMENT, INC.	Jan 12, 2018	Jan 16, 2018	4	Firm change	Other
CRG FINANCIAL SERVICES, INC.	MARTIN CAPITAL MANAGEMENT, LLC	Feb 25, 2014	Mar 13, 2014	16	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134057:119290:WI:2022-03-07	Mar 7, 2022	Jan 12, 2022	MILWAUKEE, WI	Firm change after gap

Relationships

Registered with (5)

→ CRESCENT GROVE ADVISORSRegistered adviserregistration: current employment
Sep 13, 2022 to presentfactForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 12, 2022 to Aug 30, 2022factForm ADV
→ NEXT GENERATION WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 16, 2018 to Mar 7, 2022factForm ADV
→ MARTIN CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 13, 2014 to Jan 12, 2018factForm ADV
→ CRG FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 12, 2005 to Feb 25, 2014factForm ADV

Dated events

Occurred
Aug 30, 2022
Advisor changed firm
Jeffrey Todd Robbins left Beacon Pointe Advisors, Llc for Crescent Grove Advisors (registered 2022-09-13)
Form ADVobserved 3 days ago
Occurred
Mar 7, 2022
Advisor changed firm
Jeffrey Todd Robbins left Next Generation Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-01-12)
Form ADVobserved 3 days ago