Unclaimed Profile

John Charles O'connor

CHERRY TREE WEALTH MANAGEMENT, LLC·MINNETONKA, Minnesota

Series 65Clean record12 years registeredCHERRY TREE WEALTH MANAGEMENT, LLC

301 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 5067036Firm CRD# 151406

Profile Verification

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

Identity

John Charles O'connor · MINNETONKA, MN

Registration

CRD #5067036 · CHERRY TREE WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

CHERRY TREE WEALTH MANAGEMENT, LLC

Dec 2013 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 13, 2013

Years registered · 12

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 John Charles O'connor offer?

John Charles O'connor specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MINNETONKA, Minnesota for a consultation.

What are John Charles O'connor's credentials?

John Charles O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Charles O'connor located?

John Charles O'connor 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 John Charles O'connor charge for services?

John Charles O'connor'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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