Unclaimed Profile

Kevin James O'connor

CHERRY TREE WEALTH MANAGEMENT, LLC·MINNETONKA, Minnesota

Clean record17 years registeredCHERRY TREE WEALTH MANAGEMENT, LLC

301 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 4447466Firm CRD# 151406

Profile Verification

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

Identity

Kevin James O'connor · MINNETONKA, MN

Registration

CRD #4447466 · CHERRY TREE WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHERRY TREE WEALTH MANAGEMENT, LLC

CHERRY TREE WEALTH MANAGEMENT, LLC

Mar 2011 – Jun 2025

MINNETONKA, MN

TRUSTED FINANCIAL PARTNERS, LLC

Mar 2011 – Jan 2012

MINNETONKA, MN

ADAM SMITH ADVISORS, LLC

Nov 2010 – Feb 2011

MINNETONKA, MN

TRUSTED FINANCIAL PARTNERS, LLC

Aug 2009 – Nov 2010

MINNETONKA, MN

Registrations & Exams

Registration record

First registered · August 10, 2009

Years registered · 17

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 Kevin James O'connor offer?

Kevin James O'connor specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Kevin James O'connor's credentials?

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

Where is Kevin James O'connor located?

Kevin James O'connor is based in MINNETONKA, Minnesota, last registered with CHERRY TREE WEALTH MANAGEMENT, LLC.

How does Kevin James O'connor charge for services?

Kevin James 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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