Mitchell Prosk has been Founder, Senior Client of Crescent Grove Advisors since April 2015, is not listed as a control person, but directly owns under 5% of the firm. Mitchell Prosk holds a J.D. from DePaul University College of Law, an MBA from DePaul University and a BS from Bradley University.
Crescent Grove Advisors, LLC is a Lake Forest, IL firm with $5.5B under management, 382 clients and 14 advisers across 3 offices, as of its March 2026 filing.
Mitchell Prosk is a Founder and Senior Client Advisor of Crescent Grove Advisors, based in Lake Forest, IL. Prosk works directly with C-suite executives, entrepreneurs and business owners on customized investment and financial planning solutions. Before co-founding the firm, Prosk was a Senior Client Advisor for Cedar Street Advisors, and earlier an Account Manager with a subsidiary of Goldman Sachs.
Mitchell Prosk’s longest registration is the current one, 11 years at Crescent Grove Advisors since 2015. Before joining Crescent Grove Advisors in 2015, Mitchell Prosk was registered through Bmo Asset Management Corp. and M&i Investment Management Corp.
- Crescent Grove AdvisorsCurrent– present · 11 yearsLake Forest, IL · Adviser representative · Firm CRD 170912
- Bmo Asset Management Corp.– · 2 yearsChicago, IL · Adviser representative · Firm CRD 106466
- M&i Investment Management Corp.– · 6 yearsMilwaukee, WI · Adviser representative · Firm CRD 109802
- The Ayco Company,l.p.– · 5 yearsLake Forest, IL · Adviser representative · Firm CRD 106693
Investment adviser representative registrations
Mitchell Prosk is registered as an investment adviser representative in 2 states. The first approvals date from April 2015; the most recent is Illinois, in May 2015.
- IllinoisSince 4 May 2015
- WisconsinSince 24 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 August 2000 |
| Series 7 | General Securities Representative Examination | 5 July 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mitchell Abraham Prosk
- CRD
- 4170500
- Firm
- Crescent Grove Advisors · CRD 170912
- Role
- Founder, Senior Client
- Office
- 100 SOUTH SAUNDERS ROAD, SUITE 210, Lake Forest, IL 60045
- Registration
- Investment adviser registration
- In the industry since
- March 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crescentgroveadvisors.com
Where does Mitchell Prosk work?
Mitchell Prosk has been Founder, Senior Client of Crescent Grove Advisors, LLC since April 2015.
Is Mitchell Prosk a financial advisor?
Yes. Mitchell Prosk has a current investment-adviser registration in Illinois and Wisconsin, through Crescent Grove Advisors since April 2015.
How many years of experience does Mitchell Prosk have?
Mitchell Prosk has 25 years in the financial industry, since March 2001, across 4 adviser firms.
What exams has Mitchell Prosk passed?
Mitchell Prosk has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2000. FINRA credited Mitchell Prosk with the SIE, which began in October 2018.
Where did Mitchell Prosk work before Crescent Grove Advisors?
Before Crescent Grove Advisors, Mitchell Prosk was registered through M&i Investment Management Corp., April 2006 to June 2012; The Ayco Company,l.p., October 2000 to November 2005.
Where is Mitchell Prosk based?
Mitchell Prosk’s registered office is in Lake Forest, IL.
Is Mitchell Prosk registered with FINRA?
No. Mitchell Prosk has no current broker registration.
How can I verify Mitchell Prosk’s record?
Search CRD 4170500 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchell Prosk’s full registration record.
Nicholas KochanskiFounder, Chief Financial Officer and Managing Director
Elizabeth WatkinsChief Compliance Officer, Chief Operating Officer
Gregg GeorgeFounder, Chief Legal Officer and Managing Director
David KeevinsFounder, Chief Investment Officer and Managing Director
Donald WrightSenior Client Advisor