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Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-16
MN RA APPROVED 2023-03-17
  • TX RA
    APPROVED
    Since 2025-10-16
  • MN RA
    APPROVED
    Since 2023-03-17

Branch Locations

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

701 Carlson Pkwy Suite 1400, Minnetonka, MN 55305 • 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
Dougherty Wealth Advisers Llc Wayzata MN 11/2021 11/2022
Associated Trust Company, Na Green Bay WI 01/2021 11/2021
Associated Bank, Na Green Bay WI 06/2019 12/2020
N/A Eau Claire WI 01/2019 06/2019
Guckenberg Insurance Agency, Llc Eau Claire WI 05/2018 01/2019
University Of Wisconsin - Eau Claire Eau Claire WI 09/2015 12/2018
Cresset Asset Management, Llc Minnetonka MN 11/2022 04/2025
Cresset Asset Management, Llc Chicago IL 04/2025 Present
  • 11/2021 → 11/2022
    Dougherty Wealth Advisers Llc
    Wayzata, MN
  • 01/2021 → 11/2021
    Associated Trust Company, Na
    Green Bay, WI
  • 06/2019 → 12/2020
    Associated Bank, Na
    Green Bay, WI
  • 01/2019 → 06/2019
    N/A
    Eau Claire, WI
  • 05/2018 → 01/2019
    Guckenberg Insurance Agency, Llc
    Eau Claire, WI
  • 09/2015 → 12/2018
    University Of Wisconsin - Eau Claire
    Eau Claire, WI
  • 11/2022 → 04/2025
    Minnetonka, MN
  • 04/2025 → Present
    Chicago, IL
Previous Registrations
Designations

View on SEC IAPD

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