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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| MN | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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