Unclaimed Profile

Jane Marie Bortnem

CHERRY TREE WEALTH MANAGEMENT, LLC·MINNETONKA, Minnesota

SIE, Series 7, Series 14, Series 24, Series 27, Series 79TO, Series 99TOClean recordCHERRY TREE WEALTH MANAGEMENT, LLC

301 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 4451428Firm CRD# 151406

Profile Verification

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

Identity

Jane Marie Bortnem · MINNETONKA, MN

Registration

CRD #4451428 · CHERRY TREE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 79TO

Series 99TO

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 Jane Marie Bortnem offer?

Jane Marie Bortnem specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Jane Marie Bortnem's credentials?

Jane Marie Bortnem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jane Marie Bortnem located?

Jane Marie Bortnem 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 Jane Marie Bortnem charge for services?

Jane Marie Bortnem'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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