Unclaimed
Renay Henderson is a financial advisor with Cresset Asset Management, LLC. Renay has been in the industry since 1999 and has experience with a variety of financial services. Renay has offices in Minnetonka, MN and Chicago, IL and currently holds a Series 6, Series 7, and Series 63 license. Renay also holds the designation of Certified Financial Planner. Renay previously worked with M Holdings Securities, Inc. in Portland, OR.
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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2
MN
06/01/2022 - Present
Cresset Asset Management, LLC (MINNETONKA MN)
OR
08/29/2001 - 06/08/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MN
12/22/1999 - 08/30/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/22/1999 - 08/30/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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