Kristin Bennett

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers
EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-05-16

IL RA
APPROVED

Since 2024-05-16

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

150 North Riverside Plaza, Chicago, IL 60606 • United States

Chicago, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
William Blair	Chicago	IL	03/2021	Present
Unemployed	Chicago	IL	09/2020	03/2021
Midland Trust Company, Midland Ira	Chicago	IL	03/2013	09/2020

03/2021 → Present

William Blair

Chicago, IL
09/2020 → 03/2021

Unemployed

Chicago, IL
03/2013 → 09/2020

Midland Trust Company, Midland Ira

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-11

S66 Uniform Combined State Law Examination

2024-05-11

View on SEC IAPD