Unclaimed Profile

Conner Gregory Kolodge

CHERRY TREE WEALTH MANAGEMENT, LLC·MINNETONKA, Minnesota

Series 65Clean record9 years registeredCHERRY TREE WEALTH MANAGEMENT, LLC

301 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 5873489Firm CRD# 151406

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Conner Gregory Kolodge · MINNETONKA, MN

Registration

CRD #5873489 · CHERRY TREE WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

CHERRY TREE WEALTH MANAGEMENT, LLC

Oct 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 27, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHERRY TREE WEALTH MANAGEMENT, LLC

CRD 151406 · SEC 801-70554

AUM

$554M

Regulatory assets under management

Employees

1,029 client accounts

Services offered by CHERRY TREE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHERRY TREE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Conner Gregory Kolodge offer?

Conner Gregory Kolodge specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Conner Gregory Kolodge's credentials?

Conner Gregory Kolodge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Conner Gregory Kolodge located?

Conner Gregory Kolodge is based in MINNETONKA, Minnesota, working with CHERRY TREE WEALTH MANAGEMENT, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does Conner Gregory Kolodge charge for services?

Conner Gregory Kolodge's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHERRY TREE WEALTH MANAGEMENT, LLC?

CHERRY TREE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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