Unclaimed Profile

Nicholas Henry Kochanski

CRESCENT GROVE ADVISORS, LLC·LAKE FOREST, Illinois

SIE, Series 7, Series 66Clean record23 years registeredCRESCENT GROVE ADVISORS, LLC

100 NORTH FIELD DRIVE, LAKE FOREST, IL 60045CRD# 4608208Firm CRD# 170912

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Henry Kochanski · LAKE FOREST, IL

Registration

CRD #4608208 · CRESCENT GROVE ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CRESCENT GROVE ADVISORS

Apr 2015 – present

BMO ASSET MANAGEMENT CORP.

Jun 2012 – May 2015

CHICAGO, IL

M&I INVESTMENT MANAGEMENT CORP.

Jul 2008 – Jun 2012

MILWAUKEE, WI

M&I FINANCIAL ADVISORS, INC.

Apr 2006 – Jul 2008

MILWAUKEE, WI

THE AYCO COMPANY,L.P.

Feb 2003 – Sep 2005

LAKE FOREST, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 7, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESCENT GROVE ADVISORS, LLC

CRD 170912 · SEC 801-79577

AUM

$4.5B

Regulatory assets under management

Employees

359 client accounts

Services offered by CRESCENT GROVE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRESCENT GROVE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas Henry Kochanski offer?

Nicholas Henry Kochanski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Nicholas Henry Kochanski's credentials?

Nicholas Henry Kochanski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Henry Kochanski located?

Nicholas Henry Kochanski is based in LAKE FOREST, Illinois, working with CRESCENT GROVE ADVISORS, LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Nicholas Henry Kochanski charge for services?

Nicholas Henry Kochanski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRESCENT GROVE ADVISORS, LLC?

CRESCENT GROVE ADVISORS, LLC has approximately 34 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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