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Kendall Grace Kozikowski

Cresset Asset Management, LLC

Minnetonka, MN

Chicago, IL

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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 2026-08-14
TX RA APPROVED 2026-08-14
  • MN RA
    APPROVED
    Since 2026-08-14
  • TX RA
    APPROVED
    Since 2026-08-14

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
Oak Ridge Country Club Hopkins MN 06/2015 08/2020
Boston College Chestnut Hill MA 01/2018 03/2020
Boston College Chestnut Hill MA 08/2016 05/2020
Unemployed New York NY 09/2020 10/2020
Greystone New York City NY 11/2020 01/2023
Bravo Capital New York City NY 02/2023 05/2026
Cresset Asset Management, Llc Minnetonka MN 05/2026 Present
  • 06/2015 → 08/2020
    Oak Ridge Country Club
    Hopkins, MN
  • 01/2018 → 03/2020
    Boston College
    Chestnut Hill, MA
  • 08/2016 → 05/2020
    Boston College
    Chestnut Hill, MA
  • 09/2020 → 10/2020
    Unemployed
    New York, NY
  • 11/2020 → 01/2023
    Greystone
    New York City, NY
  • 02/2023 → 05/2026
    Bravo Capital
    New York City, NY
  • 05/2026 → Present
    Cresset Asset Management, Llc
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-14
  • S65 Uniform Investment Adviser Law Examination
    2026-08-14

View on SEC IAPD

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GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
PINE RIVER CAPITAL MANAGEMENT L.P. · MINNETONKA, MN

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