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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-23 |
| TX | RA | APPROVED_RES | 2022-06-02 |
| MN | RA | APPROVED | 2022-06-01 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
701 Carlson Parkway Suite 1400, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meristem Family Wealth | Minnetonka | MN | 05/2011 | 06/2022 |
| Cresset Asset Management, Llc | Minnetonka | MN | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-17 |
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