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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marina? Claim Your ProfileMarina Elizabeth Van steen is an Investment Advisor Representative at Cresset Asset Management, LLC. Marina has been working in the financial services industry since 2014 and holds the Series 65 license. Marina provides a range of services to individuals and businesses including financial planning, portfolio management and selection of other advisors. Cresset Asset Management, LLC is a registered investment advisor with offices in Chicago and San Francisco. The firm manages over $50 billion in assets for a range of clients, including high-net-worth individuals, families, foundations and endowments.
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
09/12/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IA
Issued 11/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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