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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| MN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Edina | MN | 11/2013 | 12/2020 |
| Meristem Family Wealth Llc | Minnetonka | MN | 01/2021 | 06/2022 |
| Cresset Asset Management, Llc | Minnetonka | MN | 06/2022 | 04/2024 |
| Cresset Asset Management, Llc | Minnetonka | MN | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
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