Christopher M Mortvedt

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 07/2024
  Ironwood Wealth Management, Llc
  Phoenix, AZ
• 02/2020 → 06/2020
  Charles Schwab
  Phoenix, AZ
• 08/2016 → 09/2017
  Grand Canyon University
  Phoenix, AZ
• 06/2019 → 08/2019
  Charles Schwab
  Phoenix, AZ
• 09/2018 → 06/2019
  Onemain Financial
  Phoenix, AZ
• 09/2017 → 09/2018
  Arc Ambassador
  Phoenix, AZ
• 08/2019 → 12/2019
  Grand Canyon University
  Phoenix, AZ
• 07/2024 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2021-02-17 → 2024-07-29
  Ironwood Wealth Management, Llc
  Chandler, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-09

Other Names

• Christopher Michael Mortvedt