Crew Robert Risgaard
Financial advisor at Merit Financial Group, LLC
Last updated 2026-10-10
Claim your profileCrew Robert Risgaard is a financial advisor at Merit Financial Group, LLC, CRD 7885998. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2024-03-26.
Registration
- CRD number
- 7885998
- Registration status
- Active
- IAPD registration
- 2024-03-26
- Industry Experience
- 2 years
- Work Experience
- 13 years
- States registered
- TX, WI
Licenses and exams
- Series 63
- Series 65
Work history
- 2023-05 to 2024-12 · Piillar Wealth Management Co. · Madison, WI
- 2017-06 to 2019-12 · Papa Murphys · Verona, WI
- 2019-12 to 2020-08 · Duluth Trading Co · Belleville, WI
- 2020-09 to 2021-05 · Papa Murphys · Onalaska, WI
- 2022-05 to 2022-08 · Kovitz Investment Group · Madison, WI
- 2013-08 to 2019-06 · Verona Area School District · Verona, WI
- 2019-09 to 2023-05 · University of Wisconsin - Lacrosse · La Crosse, WI
- 2024-12 to Present · Merit Financial Advisors · Madison, WI
- 2025-11 to Present · Purshe Kaplan Sterling Investments · Albany, NY
Current employment
- Merit Financial Advisors · Alpharetta, GA
Merit Financial Group, LLC
- Regulatory AUM
- $23,875,298,692
- Registered advisors
- 295
- Offices
- 131
- Clients per advisor
- 70.2 (Moderate)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 21.0% (Moderate)
Merit Financial Group, LLC: advisors, services and reported ETF investments
About
Crew Robert Risgaard is a financial advisor at Merit Financial Advisors, operating as Merit Financial Group, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 2 years of industry experience and 13 years of reported work history.
Merit Financial Group, LLC's firm-level Form ADV reports 295 advisors across 131 offices; approximately 70.2 clients per advisor, average assets per client of $1,152,783, and regulatory AUM of $23.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $10.5B across 695 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Crew Robert Risgaard personally.
Reported ETF positions
Merit Financial Group reports 695 ETF positions worth $10.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VUG — Vanguard Morningstar Growth ETF | $426.4M |
| IUSG — iShares Core S&P U.S. Growth ETF | $393.6M |
| QLTY — GMO U.S. Quality ETF | $351.7M |
| IUSV — iShares Core S&P U.S. Value ETF | $327.9M |
| MGK — Vanguard Morningstar Mega Cap Growth ETF | $320.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Merit Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $87M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $307.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $210.2M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $46.1M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Merit Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Registered Representative of a Broker-Deale
- Insurance Broker or Agent
- Accountant or Accounting Firm
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Accountant or Accounting Firm
- Insurance Company or Agency
Contact
The firm's filed contact details.
Official record
Are you Crew Robert Risgaard?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.