AdvisorOS Directory
Claim Profile
KT

Keith Norman Tufte

CHERRY TREE WEALTH MANAGEMENT, LLC·MINNETONKA, Minnesota
Unclaimed Profile
301 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 1170559Firm CRD# 151406
01

About

Keith Norman Tufte is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with CHERRY TREE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHERRY TREE WEALTH MANAGEMENT, LLC
CHERRY TREE WEALTH MANAGEMENT, LLC
AUM
$554M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CHERRY TREE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1170559
Firm CRD# 151406
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MINNETONKA?

Browse all registered financial advisors in MINNETONKA, Minnesota or claim this profile if it's yours.

Browse MINNETONKA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Keith Norman Tufte offer?
Keith Norman Tufte specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Keith Norman Tufte's credentials?
Keith Norman Tufte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Norman Tufte located?
Keith Norman Tufte 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 Keith Norman Tufte charge for services?
Keith Norman Tufte'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MINNETONKA
Jon Kenneth Crow — MERISTEM FAMILY WEALTH, LLCMaressia Ann Twele — TWELE CAPITAL MANAGEMENT, INC.John Anthony Twele — TWELE CAPITAL MANAGEMENT, INC.Joseph Eugene Stratmann — TWELE CAPITAL MANAGEMENT, INC.Daniel John May — ADVISORNET FINANCIAL, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile