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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-10-05 |
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