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Anton Joseph Christianson

Cherry Tree Wealth Management, LLC

Minnetonka, MN

CRD 1305752

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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
MN RA APPROVED 2014-01-28
  • MN RA
    APPROVED
    Since 2014-01-28

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cherry Tree Investments, Inc. Minneapolis MN 10/1981 Present
  • 10/1981 → Present
    Cherry Tree Investments, Inc.
    Minneapolis, MN
Other Businesses

DIRECTOR OF ONE PUBLIC COMPANIES: TITAN MACHINERY INC. (TITN) HE IS ALSO DIRECTOR OF SIX PRIVATE COMPANIES: CHERRY TREE COMPANIES LLC, CHERRY TREE WEALTH MANAGEMENT LLC (AN SEC REGISTERED INVESTMENT ADVISOR), ADAM SMITH COMPANIES LLC (HOLDING COMPANY OF FAMILY INVESTMENTS), METAFARMS INC, CRAMER LLC, AND RECON CAPITAL. IN ADDITION, HE IS A CO-TRUSTEE FOR A FAMILY TRUST.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-01-14
  • S63 Uniform Securities Agent State Law Examination
    2002-01-14
Other Names
  • Tony Christianson

View on SEC IAPD

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