Unclaimed Profile

Jeffrey Todd Robbins

HUMMINGBIRD PARTNERS, LLC·ELKHART, Indiana

Series 6, Series 7, Series 66Clean record21 years registeredHUMMINGBIRD PARTNERS, LLC

300 NIBCO PARKWAY, SUITE 301, ELKHART, IN 46516-3576CRD# 3040360Firm CRD# 173269

Profile Verification

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

Identity

Jeffrey Todd Robbins · ELKHART, IN

Registration

CRD #3040360 · HUMMINGBIRD PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CRESCENT GROVE ADVISORS

Sep 2022 – present

BEACON POINTE ADVISORS, LLC

Jan 2022 – Aug 2022

Milwaukee, WI

NEXT GENERATION WEALTH MANAGEMENT, INC.

Jan 2018 – Mar 2022

MILWAUKEE, WI

MARTIN CAPITAL MANAGEMENT, LLC

Mar 2014 – Jan 2018

BROOKFIELD, WI

CRG FINANCIAL SERVICES, INC.

Jul 2005 – Feb 2014

BROOKFIELD, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 66

Registration record

First registered · July 12, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUMMINGBIRD PARTNERS, LLC

CRD 173269 · SEC 801-80589

AUM

$85M

Regulatory assets under management

Employees

3 client accounts

Services offered by HUMMINGBIRD PARTNERS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at HUMMINGBIRD PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Todd Robbins offer?

Jeffrey Todd Robbins specializes in Retirement Planning. Contact their office in ELKHART, Indiana for a consultation.

What are Jeffrey Todd Robbins's credentials?

Jeffrey Todd Robbins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Todd Robbins located?

Jeffrey Todd Robbins is based in ELKHART, Indiana, working with HUMMINGBIRD PARTNERS, LLC. Their office serves clients in the ELKHART metropolitan area and surrounding communities.

How does Jeffrey Todd Robbins charge for services?

Jeffrey Todd Robbins's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUMMINGBIRD PARTNERS, LLC?

HUMMINGBIRD PARTNERS, LLC has approximately 7 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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