Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management, LLC (CRD# 151406) is a financial advisory firm headquartered in Minnetonka, MN. They manage $553,928,006 in 1,029 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management554MILLION
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Total Number of Accounts1,029ACCOUNTS
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Average Account Value$538,317
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MN, NY, TX
Anton Christianson (CRD# 1305752) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has over 22 years of experience in the finance industry.
Justin Frys (CRD# 2836394) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has over 25 years of experience in the finance industry.
Conner Kolodge (CRD# 5873489) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has over 7 years of experience in the finance industry.
John O'connor (CRD# 5067036) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has over 16 years of experience in the finance industry.
Kevin O'connor (CRD# 4447466) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.
Thomas Paske (CRD# 2370343) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has over 30 years of experience in the finance industry.
Janet Pollish (CRD# 4672197) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has over 20 years of experience in the finance industry.
Chelsea Tufte (CRD# 6455548) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has over 9 years of experience in the finance industry.
Erin Buchen (CRD# 6479551) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has over 4 years of experience in the finance industry.
Jared Konen (CRD# 7219620) is an Investment Advisor Representative working at Cherry Tree Wealth Management, LLC in Minnetonka, MN and has over 2 years of experience in the finance industry.