Aaron Self
Investment adviser representative at Cresset Asset Management, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$78.9BFirm assets
Are you Aaron Self? 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 2024 to now
- University of MissouriAug 2021 to Jun 2024
- Blue Springs South High SchoolJul 2017 to Aug 2021
- Delta Woods Middle SchoolJun 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (AZ, 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
- 7728275
- Firm CRD
- 288566