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Renay Helen Henderson

Cresset Asset Management, LLC

Minnetonka, MN

Chicago, IL

CRD 4094429

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Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-06-01
  • MN RA
    APPROVED
    Since 2022-06-01

Branch Locations

701 Carlson Pkwy Suite 1400, Minnetonka, MN 55305 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meristem Family Wealth Minnetonka MN 07/2001 06/2022
Cresset Asset Managment Llc Minnetonka MN 06/2022 11/2022
Cresset Asset Management, Llc Minnetonka MN 12/2022 Present
  • 07/2001 → 06/2022
    Meristem Family Wealth
    Minnetonka, MN
  • 06/2022 → 11/2022
    Cresset Asset Managment Llc
    Minnetonka, MN
  • 12/2022 → Present
    Cresset Asset Management, Llc
    Minnetonka, MN
Previous Registrations
  • 2013-11-07 → 2022-06-02
    Meristem Family Wealth
    Minnetonka, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-05
  • S63 Uniform Securities Agent State Law Examination
    2001-10-05
Designations
  • Certified Financial Planner
Other Names
  • Renay Helen Henderson Nies

View on SEC IAPD

Nearby Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CAPTRUST

Nearby Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA

Nearby Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CAPTRUST · Minnetonka, MN

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