Megan A. Kellerman

PEAKLINE PARTNERS

GLENCOE, IL

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CRD#: 5813562

Professional summary

Megan Ashley Kellerman, CFA, who also goes by Megan Ashley Schlesinger, is a registered financial advisor currently at PEAKLINE PARTNERS, LLC located in Glencoe, Illinois.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Megan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan Ashley Schlesinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Cresset Asset Management, LLC; Investment Related; Chicago, IL; Private Capital; Managing Director; Start 10/2020; 200 hours per month 2) Chicago Botanic Gardens; Non Investment Related; Glencoe, IL; Environmental; Co-President for Guild Board; Start Date 8/2023; 1 hour per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Ashley Kellerman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

May 6, 2025 - Present

PEAKLINE PARTNERS, LLC

RIA

CRD#: 306449

GLENCOE, IL

Past

January 3, 2022 - February 5, 2025

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

CHICAGO, IL

Past

September 14, 2021 - February 10, 2025

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Chicago, IL

Past

December 8, 2020 - December 14, 2021

PEAKLINE PARTNERS, LLC

RIA

CRD#: 306449

CHICAGO, IL

Past

September 2, 2015 - October 27, 2020

GRV SECURITIES LLC

CRD#: 138348

CHICAGO, IL

Past

October 19, 2010 - March 20, 2015

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

August 19, 2010 - March 20, 2015

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PEAKLINE PARTNERS, LLC

CRESSET PARTNERS LLC | PEAKLINE PARTNERS, LLC

CRD#: 306449 / SEC#: 801-117914

RIA

Registered Investment Advisory firm - (1/10/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/18/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2010

General Securities Representative Examination

Current Firm

PEAKLINE PARTNERS, LLC

CRESSET PARTNERS LLC | PEAKLINE PARTNERS, LLC

CRD#: 306449 / SEC#: 801-117914

RIA

Registered Investment Advisory firm - (1/10/2020 Approved)

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Contact information

Main Address

200 W Madison St 2nd Floor, Chicago, IL 60606

Mailing Address

Phone number

(214) 661-8167

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PEAKLINE PARTNERS FORM ADV2A DISCLOSURE BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	54
AUM (Assets Under Management)	$ 2,632,596,921

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/22/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Megan A. Kellerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Ashley Kellerman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESSET ASSET MANAGEMENT, LLC

FORESIDE FUND SERVICES, LLC

PEAKLINE PARTNERS, LLC

GRV SECURITIES LLC

WILLIAM BLAIR

WILLIAM BLAIR

Primary Firm SEC Registration

PEAKLINE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2010

Current Firm

PEAKLINE PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PEAKLINE PARTNERS, LLC

TRUST BUT VERIFY

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