Kyle Jacob Kolb
Investment adviser representative at Cresset Asset Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$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
11 years in the industry.
- Cresset Asset Management, LLCNov 2022 to now
- Dougherty Wealth Advisers LLCNov 2021 to Nov 2022
- Associated Trust Company, NAJan 2021 to Nov 2021
- Associated Bank, NAJun 2019 to Dec 2020
- N/aJan 2019 to Jun 2019
- Guckenberg Insurance Agency, LLCMay 2018 to Jan 2019
- University of Wisconsin - Eau ClaireSep 2015 to Dec 2018
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
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
- 6733147
- Firm CRD
- 288566