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John Charles O'COnnor

Cherry Tree Wealth Management, LLC

Traverse City, MI

CRD 5067036

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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
MI RA APPROVED 2024-07-31
NY RA APPROVED 2024-07-31
AZ RA APPROVED 2017-08-21
FL RA APPROVED 2017-08-07
CA RA APPROVED 2017-06-22
TX RA APPROVED 2017-06-22
MN RA APPROVED 2013-12-13
  • MI RA
    APPROVED
    Since 2024-07-31
  • NY RA
    APPROVED
    Since 2024-07-31
  • AZ RA
    APPROVED
    Since 2017-08-21
  • FL RA
    APPROVED
    Since 2017-08-07
  • CA RA
    APPROVED
    Since 2017-06-22
  • TX RA
    APPROVED
    Since 2017-06-22
  • MN RA
    APPROVED
    Since 2013-12-13

Branch Locations

236 1/2 E Front Street, Traverse City, MI 49684 • 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 Minnetonka MN 07/2009 Present
  • 07/2009 → Present
    Cherry Tree Wealth Management
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-26
  • S65 Uniform Investment Adviser Law Examination
    2007-11-26
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
UP NORTH FINANCIAL, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

DEBORAH ANN ALICE
Kevin Edwin Dunklow
BUZ EDWARD ZAMARRON

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI

More in Traverse City, MI

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