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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-01 |
| MN | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
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 |
|---|---|---|---|---|
| Delta Woods Middle School | Lee's Summit | MO | 06/2016 | 08/2017 |
| Blue Springs South High School | Blue Springs | MO | 07/2017 | 08/2021 |
| University Of Missouri | Columbia | MO | 08/2021 | 06/2024 |
| Cresset Asset Management, Llc | Minnetonka | MN | 06/2024 | Present |
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