Lars Gunnar Okeson
Investment adviser representative at Cresset Asset Management, LLC
10 yearsExperience
2 statesRegistered in
$78.9BFirm assets
9 yearsFirm in business
Are you Lars Gunnar Okeson? 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
10 years in the industry.
- Cresset Asset Management, LLCJun 2020 to now
- Pagnato Karp Partners, LLCMar 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6016170
- Firm CRD
- 288566