Crew Robert Risgaard
Investment Adviser Representative at Merit Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Crew Robert Risgaard is an investment adviser representative with Merit Financial Advisors in Madison, WI, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Pillar Wealth Management Co. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Wisconsin.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
- Broker:
1 state or territory
Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PIillar Wealth Management Co.May 2023 – Dec 2024Madison, WI
- Papa MurphysJun 2017 – Dec 2019Verona, WI
- Duluth Trading CoDec 2019 – Aug 2020Belleville, WI
- Papa MurphysSep 2020 – May 2021Onalaska, WI
- Kovitz Investment GroupMay 2022 – Aug 2022Madison, WI
- Verona Area School DistrictAug 2013 – Jun 2019Verona, WI
- University of Wisconsin - LaCrosseSep 2019 – May 2023La Crosse, WI
- Merit Financial AdvisorsDec 2024 – no end date reportedMadison, WI
- Purshe Kaplan Sterling InvestmentsNov 2025 – no end date reportedAlbany, NY
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merit Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- First $100,0001.50%
- $100,000 - $250,0001.25%
- Above $250,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 269
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Alpharetta, GA
- SEC file number:
- 801-67462
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Merit Financial Advisors
Showing 12 of 269 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Crew Robert Risgaard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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