David
Keevins
Crescent Grove Advisors
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About this Advisor
David Keevins is a financial advisor who works out of Lake Forest, Illinois with a total of 8 years of relevant experience. Keevins is on the advisory team at Crescent Grove Advisors. Over the course of their career, they have held roles at Cedar Street Advisors, Bmo Harris Investment Management, Inc, Bmo Harris Financial Advisors, Inc and Crescent Grove Advisors, LLC. Keevins maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois and Wisconsin. Crescent Grove Advisors is an advisory firm based out of Lake Forest, IL. The investment advisory business has offices in two locations and a total of 32 financial advisors. It has $4 billion in assets under management among its 350 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 17 charitable organizations. Of its 350 accounts, 71% belong to high-net-worth individuals who have greater than $1 million in assets. Crescent Grove Advisors performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on which services the firm provides the client. Fees billed by Crescent Grove Advisors most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crescent Grove Advisors Brokerage Details
$3,912,910,263
32
350
$11,179,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Keevins Work History
David has been registered as a financial advisor for 8 years.*
Crescent Grove Advisors, LLC
Bmo Harris Investment Management, Inc
Bmo Harris Financial Advisors, Inc
Cedar Street Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Keevins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crescent Grove Advisors
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Lake Forest, IL
Atlanta, GA
Lake Forest, IL
Lake Forest, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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