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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 2025-09-16
MN RA APPROVED 2024-09-05
  • TX RA
    APPROVED
    Since 2025-09-16
  • MN RA
    APPROVED
    Since 2024-09-05

Branch Locations

701 Carlson Parkway, Minnetonka, MN 55305 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • 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
Cresset Asset Management, Llc Chicago IL 06/2024 Present
Tradition Companies Edina MN 05/2023 08/2023
2Nd Swing Eden Prairie MN 08/2021 08/2022
St. John's University Collegeville MN 08/2021 05/2024
2Nd Swing Eden Prairie MN 05/2021 08/2021
St. Thomas University St. Paul MN 09/2020 05/2021
Instacart San Francisco CA 05/2020 09/2020
Minnesota Wilderness Cloquet MN 09/2019 04/2020
Jamestown Rebels Jamestown NY 08/2018 09/2019
Incentive Services Edina MN 06/2017 08/2018
Edina High School Edina MN 09/2014 06/2018
  • 06/2024 → Present
    Chicago, IL
  • 05/2023 → 08/2023
    Tradition Companies
    Edina, MN
  • 08/2021 → 08/2022
    2Nd Swing
    Eden Prairie, MN
  • 08/2021 → 05/2024
    St. John's University
    Collegeville, MN
  • 05/2021 → 08/2021
    2Nd Swing
    Eden Prairie, MN
  • 09/2020 → 05/2021
    St. Thomas University
    St. Paul, MN
  • 05/2020 → 09/2020
    Instacart
    San Francisco, CA
  • 09/2019 → 04/2020
    Minnesota Wilderness
    Cloquet, MN
  • 08/2018 → 09/2019
    Jamestown Rebels
    Jamestown, NY
  • 06/2017 → 08/2018
    Incentive Services
    Edina, MN
  • 09/2014 → 06/2018
    Edina High School
    Edina, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-05
  • S65 Uniform Investment Adviser Law Examination
    2024-09-05

View on SEC IAPD

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