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Cherry Tree Wealth Management, LLC CRD 151406
$673M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Minnetonka | MN | 09/2016 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-10 |
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