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Inactive

Rachel Kimberly Clore

Cresset Asset Management, LLC

Chicago, IL

CRD 8115690

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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
IL RA APPROVED 2025-12-02
  • IL RA
    APPROVED
    Since 2025-12-02

Branch Locations

444 W. Lake Street Suite 4700, Chicago, IL 60606 • 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
Mueller Law Firm Chicago IL 06/2015 04/2017
Borkan & Scahill, Ltd Chicago IL 05/2017 07/2021
Kent M. Lucaccioni, Ltd. Chicago IL 05/2017 07/2021
Scott Tucker Solutions, Inc. Chicago IL 08/2021 07/2022
Wealthspire Advisors Llc Chicago IL 07/2022 10/2025
Cresset Capital Chicago IL 10/2025 Present
  • 06/2015 → 04/2017
    Mueller Law Firm
    Chicago, IL
  • 05/2017 → 07/2021
    Borkan & Scahill, Ltd
    Chicago, IL
  • 05/2017 → 07/2021
    Kent M. Lucaccioni, Ltd.
    Chicago, IL
  • 08/2021 → 07/2022
    Scott Tucker Solutions, Inc.
    Chicago, IL
  • 07/2022 → 10/2025
    Wealthspire Advisors Llc
    Chicago, IL
  • 10/2025 → Present
    Cresset Capital
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-28
  • S65 Uniform Investment Adviser Law Examination
    2025-08-28

View on SEC IAPD

Nearby Firms

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

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

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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