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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2025-12-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Nepsis, Inc | Savage | MN | 05/2024 | 11/2025 |
| University Of St. Thomas | St. Paul | MN | 09/2021 | 05/2024 |
| Johnny Tauer Championship Basketball Camp | St. Paul | MN | 06/2023 | 09/2023 |
| The Meadows At Mystic Lake Casino | Prior Lake | MN | 05/2021 | 09/2021 |
| City Of Bloomington | Bloomington | MN | 06/2019 | 09/2019 |
| Shakopee High School | Shakopee | MN | 09/2015 | 06/2019 |
| Charlie's On Prior | Prior Lake | MN | 06/2018 | 08/2018 |
| University Of St. Thomas | St. Paul | MN | 09/2019 | 05/2021 |
| Cresset Asset Management, Llc | Minnetonka | MN | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
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