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Justin Nicholas Frys

Cherry Tree Wealth Management, LLC

Minnetonka, MN

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Current Employers
Cherry Tree Wealth Management, Llc

301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-11-21
AZ RA APPROVED 2019-09-16
CA RA APPROVED 2019-08-15
MN RA APPROVED 2019-08-14
  • FL RA
    APPROVED
    Since 2019-11-21
  • AZ RA
    APPROVED
    Since 2019-09-16
  • CA RA
    APPROVED
    Since 2019-08-15
  • MN RA
    APPROVED
    Since 2019-08-14

Branch Locations

301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Minneapolis MN 02/2016 11/2018
E*Trade Capital Management Llc Minneapolis MN 02/2016 11/2018
E*Trade Securities Llc Edina MN 11/2018 07/2019
E*Trade Capital Management Llc Edina MN 11/2018 07/2019
Cherry Tree Wealth Management Minnetonka MN 07/2019 Present
  • 02/2016 → 11/2018
    E*Trade Securities Llc
    Minneapolis, MN
  • 02/2016 → 11/2018
    E*Trade Capital Management Llc
    Minneapolis, MN
  • 11/2018 → 07/2019
    E*Trade Securities Llc
    Edina, MN
  • 11/2018 → 07/2019
    E*Trade Capital Management Llc
    Edina, MN
  • 07/2019 → Present
    Cherry Tree Wealth Management
    Minnetonka, MN
Previous Registrations
  • 2016-02-25 → 2019-07-18
    Harrisdirect Llc
    Minneapolis, MN
    Arlington, VA
    Edina, MN
  • 2014-12-16 → 2016-02-26
    Waddell & Reed
    Savage, MN
  • 2013-12-03 → 2014-09-17
    B. C. Ziegler And Company
    Chicago, IL
    Minneapolis, MN
    Chicago, IL
  • 2000-03-14 → 2002-10-10
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-08
S63 Uniform Securities Agent State Law Examination 1998-08-28
  • S65 Uniform Investment Adviser Law Examination
    2015-04-08
  • S63 Uniform Securities Agent State Law Examination
    1998-08-28

View on SEC IAPD

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DGV SOLUTIONS LP

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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