CHERRY TREE WEALTH MANAGEMENT, LLC of MINNETONKA, MN is an SEC-registered investment adviser (CRD 151406). Regulatory assets under management: $673.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Keith Norman Tufte | INVESTMENT ADVISOR | — |
| Kevin James O'Connor | EMERITUS WEALTH STRATEGIST | — |
| Jane Marie Bortnem | CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER | — |
| Anton Joseph Christianson | CHAIRMAN; CHAIRMAN AND MEMBER | — |
| Gordon Fairchild Stofer | NON MANAGING MEMBER | — |
| Conner Gregory Kolodge | INVESTMENT ADVISOR AND PRESIDENT | — |
| John Charles O'Connor | CHIEF INVESTMENT OFFICER AND INVESTMENT ADVISOR | — |
| STOFER GORDON FAIRCHILD | MEMBER; MEMBER OF ADAM SMITH MANAGEMENT AND ADAM SMITH ADVISORS; NON MANAGING MEMBER | — |
| CHRISTIANSON ANTON JOSEPH | CHAIRMAN; CHAIRMAN AND MEMBER; CHAIRMAN OF ALL ENTITIES; PRESIDENT OF ADAM SMITH MANAGEMENT | — |
| BORTNEM JANE MARIE | CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER; TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER; TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER OF ALL ENTITIES | — |
| GEARTY THOMAS MICHAEL | MEMBER OF TRUSTED FINANCIAL PARTNERS | — |
| O'CONNOR KEVIN JAMES | EMERITUS WEALTH STRATEGIST; PRESIDENT; PRESIDENT AND MEMBER OF TRUSTED FINANCIAL PARTNERS, VICE CHAIRMAN OF ADAM SMITH ADVISORS (+1 more) | — |
| TUFTE KEITH NORMAN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND PRESIDENT; CHIEF INVESTMENT OFFICER OF ADAM SMITH ADVISORS AND TRUSTED FINANCIAL PARTNERS; PRESIDENT OF ADAM SMITH ADVISORS (+1 more) | — |
| KOLODGE CONNER GREGORY | INVESTMENT ADVISOR | — |
| O'CONNOR JOHN CHARLES | CHIEF INVESTMENT OFFICER AND INVESTMENT ADVISOR; INVESTMENT ADVISOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| TRAVERSE CITY | MI | 1 | 9522536014 |
| TRAVERSE CITY | MI | 1 | 9522536014 |