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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
| MN | RA | APPROVED | 2024-09-05 |
Branch Locations
701 Carlson Parkway, 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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-05 |
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