Morgan Stanley
47yrs
Top advisor by experience in Middleton
3yrs
Crew Risgaard
Full name on record: Crew Robert Risgaard
Financial advisor at Merit Financial Advisors
Based in Middleton, Wisconsin, Crew Risgaard is a fiduciary financial advisor with 3 years of industry experience. Crew has been with Merit Financial Advisors since 2025; before that, Crew spent a year at Pillar Wealth Management. Merit Financial Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 177 advisors with offices in Middleton, and one of 158 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1350 Deming Way #480, Middleton, WI 53562
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$897,421
Advisors at the firm289
States licensed ?1 state
Services through Merit Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowMerit Financial AdvisorsCurrent firm
- Mar 2024 – Jan 2025Pillar Wealth Management Co.Previously
Contact Crew
(678) 867-7050Firm headquarters in Alpharetta, GA. Ask for Crew. 1350 Deming Way #480Middleton, WI 53562Office · Get directions
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Questions to ask Crew
Tailored to Crew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Crew
How do I contact Crew?
Call Merit Financial Advisors at (678) 867-7050 and ask for Crew Risgaard. Crew works from the Middleton, WI office.
How long has Crew been a financial advisor?
Crew has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Crew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Crew a fiduciary?
Crew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Crew paid?
Merit Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Crew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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