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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2022-06-09 |
| 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 | 01/2005 | 06/2022 |
| Cresset Asset Management, Llc | Minnetonka | MN | 06/2022 | Present |
| Cresset Trust Company | Minnetonka | MN | 03/2015 | Present |
1) Cresset Trust Company; 701 Carlson Parkway, Suite 1400 Minnetonka, MN 55305; Trust Company; Vice President; 03/2015; Oversee all aspects of its operations, business development, vendor relations, etc.; Spends approximately 40% of her time per month in this capacity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-09 |
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