Ryan Walker
Financial advisor at Cresset Asset Management
Based in Chicago, Illinois, Ryan Walker is a fiduciary financial advisor with 12 years of industry experience. Ryan joined Cresset Asset Management in 2021, after two years at Berman Capital Advisors and four years at Merrill. Ryan holds the CFA designation.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Services through Cresset Asset Management
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowCresset Asset Management, LLCCurrent firm
- 2019 – 2021Berman Capital Advisors, LLCPreviously
- 2015 – 2019MerrillPreviously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Ryan
How do I contact Ryan?
Call Cresset Asset Management at 312-429-2400 and ask for Ryan Walker. Ryan works from the Chicago, IL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Cresset Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.