Andrew Alan Ohman
Investment adviser representative at Cresset Asset Management, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$78.9BFirm assets
Are you Andrew Alan Ohman? Claim your profile
Contact this firm
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.
- Cresset Asset Management, LLCJun 2022 to now
- Meristem Family Wealth, LLCJan 2005 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 4651040
- Firm CRD
- 288566