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301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-08-21 |
| FL | RA | APPROVED | 2017-08-02 |
| CA | RA | APPROVED | 2017-06-22 |
| TX | RA | APPROVED | 2017-06-22 |
| MN | RA | APPROVED | 2013-12-13 |
Branch Locations
301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States
Orono, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longview Wealth Management, Llc | Orono | MN | 01/2007 | Present |
| Cherry Tree Wealth Management, Llc | Minnetonka | MN | 08/2009 | Present |
I WORK AS THE PRESIDENT OF LONGVIEW WEALTH MANAGEMENT AND AS AN INVESTMENT ADVISOR AT CHERRY TREE WEALTH MANAGEMENT, LLC (CTW). THESE BUSINESSES ARE INVESTMENT RELATED, AND ARE REGISTERED INVESTMENT ADVISORY FIRMS. SEE THE EMPLOYMENT SECTION FOR THE ADDRESSES, START DATES, ETC. MY ROLE AT CTW IS TO SERVICE MANY OF OUR EXISTING CLIENTS AND TO MENTOR YOUNGER ADVISORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-15 |
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