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Ryan Mark Siewert

Investment adviser representative at Cresset Asset Management, LLC
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. Cresset Asset Management, LLCJun 2022 to now
  2. Meristem Family Wealth LLCJan 2021 to Jun 2022
  3. Ameriprise Financial Services, Inc.Nov 2013 to Dec 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2016

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
6294252
Firm CRD
288566
Advisor's SEC record (opens in a new tab)
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