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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| FL | RA | APPROVED | 2022-06-07 |
Branch Locations
800 Laurel Oak Drive Suite 301, Naples, FL 34108 • 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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Minneapolis | MN | 11/2011 | 12/2016 |
| Meristem Family Wealth, Llc | Minnetonka | MN | 01/2017 | 06/2022 |
| Cresset Asset Management, Llc | Naples | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-27 |
| S66 | Uniform Combined State Law Examination | 2009-06-06 |
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