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Chelsea Katherine-Doris Tufte

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
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

View on SEC IAPD

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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
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