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Chelsea Katherine-Doris Tufte

Cherry Tree Wealth Management, LLC

Minnetonka, MN

CRD 6455548

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Employer firm

Cherry Tree Wealth Management, LLC CRD 151406

$673M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cherry Tree Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-01
AZ RA APPROVED 2017-08-21
FL RA APPROVED 2017-08-07
CA RA APPROVED 2017-06-23
TX RA APPROVED_RES 2017-06-22
MN RA APPROVED 2015-04-07
  • NY RA
    APPROVED
    Since 2024-08-01
  • AZ RA
    APPROVED
    Since 2017-08-21
  • FL RA
    APPROVED
    Since 2017-08-07
  • CA RA
    APPROVED
    Since 2017-06-23
  • TX RA
    APPROVED_RES
    Since 2017-06-22
  • MN RA
    APPROVED
    Since 2015-04-07

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 10/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-07
  • S65 Uniform Investment Adviser Law Examination
    2015-04-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC

Nearby Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA

Nearby Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN

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