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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-06-01
  • MN RA
    APPROVED
    Since 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

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 08/2006 06/2022
Cresset Asset Management, Llc Minnetonka MN 06/2022 Present
Cresset Asset Management, Llc Minnetonka MN 12/2022 Present
Previous Registrations
  • 2014-03-12 → 2022-06-02
    Meristem Family Wealth
    Minnetonka, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-24
  • S63 Uniform Securities Agent State Law Examination
    2000-01-24
Designations
Other Names
  • Pat Regan

View on SEC IAPD

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