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Daniel Steven Kambeitz

Cresset Asset Management, LLC

Chicago, IL

Scottsdale, AZ

CRD 7166786

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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:

Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-24
AZ RA APPROVED 2022-06-22
MN RA APPROVED 2022-06-01
  • TX RA
    APPROVED
    Since 2025-11-24
  • AZ RA
    APPROVED
    Since 2022-06-22
  • MN RA
    APPROVED
    Since 2022-06-01

Branch Locations

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

16430 N. Scottsdale Rd., Suite 220, Scottsdale, AZ 85254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meristem Family Wealth Llc Minnetonka MN 05/2013 06/2022
Cresset Asset Management, Llc Scottsdale AZ 01/2023 Present
Cresset Asset Management, Llc Scottsdale AZ 06/2022 01/2023
Previous Registrations
  • 2019-08-27 → 2022-06-02
    Meristem Family Wealth
    Minnetonka, MN
Designations
  • Certified Financial Planner
Other Names
  • Dan Steven Kambeitz

View on SEC IAPD

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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