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301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-28 |
Branch Locations
301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Tree Investments, Inc. | Minneapolis | MN | 10/1981 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-14 |
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