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Cresset Asset Management, LLC CRD 288566
$78.9B regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| MN | RA | APPROVED | 2022-11-18 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
701 Carlson Parkway, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plymouth | MN | 03/2014 | 08/2019 |
| Marquette Wealth Management, Llc | Minneapolis | MN | 08/2019 | 10/2022 |
| Cresset Asset Management, Llc | Minnetonka | MN | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-05 |
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