# BORTNEM JANE MARIE

BORTNEM JANE MARIE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CHERRY TREE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/151406) | CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER | MINNETONKA, MN |
| — | Form ADV | [CHERRY TREE INVESTMENTS INC](https://search.stillhousedata.com/firm/106799) | CHIEF COMPLIANCE OFFICER, VP FINANCE | MINNETONKA, MN |
| — | Form ADV | [ADAM SMITH MANAGEMENT LLC](https://search.stillhousedata.com/firm/145236) | CFO, CHIEF COMPLIANCE OFFICER | MINNETONKA, MN |
| — | Form ADV | [CHERRY TREE FAMILY OFFICE LLC](https://search.stillhousedata.com/firm/145221) | CHIEF COMPLIANCE OFFICER, CFO | MINNETONKA, MN |
| — | Form ADV | [TRUSTED FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/115095) | TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER | PLYMOUTH, MN |


---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.