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Advisor at CRESSET ASSET MANAGEMENT, LLC
CHICAGO, IL | Minnetonka, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | Jun 9, 2022 | n/a | yes | Minnetonka, MN|CHICAGO, IL | Current employment |
| MERISTEM FAMILY WEALTH | Former SEC adviser | Apr 12, 2005 | Jun 2, 2022 | no | MINNETONKA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERISTEM FAMILY WEALTH | CRESSET ASSET MANAGEMENT, LLC | Jun 2, 2022 | Jun 9, 2022 | 7 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109141:288566:MN:2022-06-02 | Jun 2, 2022 | Jun 9, 2022 | MINNETONKA, MN | Firm change |