Isabel Sepulveda Aguirre

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → 12/2024
  Fidelity Investments
  Minnetonka, MN
• 05/2020 → 10/2021
  Polaris Industries
  Medina, MN
• 05/2019 → 08/2019
  Carhartt Inc
  Dearborn, MI
• 06/2015 → 05/2019
  Student
  Rochester Hills, MI
• 08/2019 → 05/2020
  Student
  West Lafayette, IN
• 01/2025 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2022-09-09 → 2024-12-10
  Fidelity Personal And Workplace Advisors
  Minnetonka, MN

Exams

• S66 Uniform Combined State Law Examination
  2022-03-31

Designations

• Certified Financial Planner

Other Names

• Isabel Sepulveda