CHERRY TREE WEALTH MANAGEMENT, LLC

MINNETONKA, Minnesota·7 registered advisors·CRD# 151406

SEC# 801-705540952-893-9012

01

Firm Overview

AUM

$554M

Regulatory assets under management

Employees

11

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at CHERRY TREE WEALTH MANAGEMENT, LLC

7 registered advisors

Anton Joseph Christianson

MINNETONKA, Minnesota

Conner Gregory Kolodge

MINNETONKA, Minnesota

Gordon Fairchild Stofer

MINNETONKA, Minnesota

Jane Marie Bortnem

MINNETONKA, Minnesota

John Charles O'connor

MINNETONKA, Minnesota

Keith Norman Tufte

MINNETONKA, Minnesota

Kevin James O'connor

MINNETONKA, Minnesota

05

Office Locations

MINNETONKA, Minnesota

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Data sourced from SEC Form ADV filings. CHERRY TREE WEALTH MANAGEMENT, LLC (CRD# 151406) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.