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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| AZ | RA | APPROVED | 2025-06-16 |
| FL | RA | APPROVED | 2025-06-16 |
| MN | RA | APPROVED | 2022-06-01 |
Branch Locations
701 Carlson Parkway 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 Llc | Minnetonka | MN | 05/2012 | 06/2022 |
| Cresset Asset Management, Llc | Minnetonka | MN | 06/2022 | Present |
1) Twirl Events; Not Investment Related; Minnetonka, MN; Event Planning; 05/2009; Approximately 5 hours per month outside of trading hours; Assists in organizing, preparing, and cleaning up special events
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-19 |
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