BORTNEM JANE MARIE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BORTNEM JANE MARIE appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CHERRY TREE WEALTH MANAGEMENT, LLC | CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER | MINNETONKA, MN |
| — | Form ADV | CHERRY TREE INVESTMENTS INC | CHIEF COMPLIANCE OFFICER, VP FINANCE | MINNETONKA, MN |
| — | Form ADV | ADAM SMITH MANAGEMENT LLC | CFO, CHIEF COMPLIANCE OFFICER | MINNETONKA, MN |
| — | Form ADV | CHERRY TREE FAMILY OFFICE LLC | CHIEF COMPLIANCE OFFICER, CFO | MINNETONKA, MN |
| — | Form ADV | TRUSTED FINANCIAL PARTNERS, LLC | TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER | PLYMOUTH, MN |