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Renay Helen Henderson

Investment adviser representative at Cresset Asset Management, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$78.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

21 years in the industry.

  1. Cresset Asset Management, LLCDec 2022 to now
  2. Cresset Asset Managment LLCJun 2022 to Nov 2022
  3. Meristem Family WealthJul 2001 to Jun 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001

State registrations

Registered as an investment adviser representative in 1 state (MN).

Cresset Asset Management, LLC

$78.9BAssets managed
4,911Clients
211Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4094429
Firm CRD
288566
Advisor's SEC record (opens in a new tab)
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