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Conner Gregory Kolodge

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
CA RA APPROVED 2025-01-09
FL RA APPROVED 2025-01-09
MN RA APPROVED 2025-01-09
NY RA APPROVED 2024-07-31
AZ RA APPROVED 2017-08-21
TX RA APPROVED 2017-06-22
  • CA RA
    APPROVED
    Since 2025-01-09
  • FL RA
    APPROVED
    Since 2025-01-09
  • MN RA
    APPROVED
    Since 2025-01-09
  • NY RA
    APPROVED
    Since 2024-07-31
  • AZ RA
    APPROVED
    Since 2017-08-21
  • TX RA
    APPROVED
    Since 2017-06-22

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
Cherry Tree Wealth Management, Llc Minnetonka MN 09/2016 Present
Other Businesses

Mr. Kolodge works as a part-time consultant lecturer on behalf of Employee Assistance Plans offered by companies around the Twin Cities area. He gives oral presentations from issues revolving mostly around budgeting and general financial topics. He gives approximately 1-2 presentations per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-10
  • S65 Uniform Investment Adviser Law Examination
    2016-10-10
Designations

View on SEC IAPD

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