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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lars? Claim Your ProfileLars Gunnar Okeson is a financial advisor with Cresset Asset Management, LLC. Lars has been in the industry for over 10 years and has worked at several reputable firms including Hightower Securities, LLC and Sanford C. Bernstein & Co., LLC. Lars holds several licenses and designations, including a Series 66 license, a Series 7 license and a Series 31 license. Lars specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
06/16/2020 - Present
Cresset Asset Management, LLC (CHICAGO IL)
VA
02/17/2016 - 06/07/2016
HIGHTOWER SECURITIES, LLC (RESTON VA)
DC
04/09/2012 - 02/12/2016
SANFORD C. BERNSTEIN & CO., LLC (WASHINGTON DC)
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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