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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-10 |
| MN | RA | APPROVED | 2022-06-01 |
Branch Locations
701 Carlson Parkway Suite 1400, Minnetonka, MN 55305 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hewins Financial Advisors, Llc | Edina | MN | 06/2016 | 06/2017 |
| University Of Wisconsin - Madison | Madison | WI | 09/2015 | 05/2017 |
| Wipfli Financial Advisors, Llc | Edina | MN | 06/2017 | 05/2019 |
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 06/2019 | 07/2021 |
| Meristem Family Wealth Llc | Minnetonka | MN | 07/2021 | 06/2022 |
| Cresset Asset Management, Llc | Minnetonka | MN | 06/2022 | 04/2024 |
| Cresset Asset Management, Llc | Chicago | IL | 04/2024 | Present |
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