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Robert Christianson

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
MN RA APPROVED 2024-06-27
  • MN RA
    APPROVED
    Since 2024-06-27

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 04/2024 Present
Fountain Industries, Llc Shakopee MN 09/2022 03/2024
Fountian Industries, Llc Shakopee MN 06/2021 09/2022
Fountain Industries, Llc Shakopee MN 01/2021 06/2021
Fountain Industries, Llc Shakopee MN 06/2018 12/2020
University Of Wisconsin-Madison Madison WI 01/2018 12/2020
Loyola Marymount University Los Angeles CA 09/2016 12/2017
  • 04/2024 → Present
    Cherry Tree Wealth Management, Llc
    Minnetonka, MN
  • 09/2022 → 03/2024
    Fountain Industries, Llc
    Shakopee, MN
  • 06/2021 → 09/2022
    Fountian Industries, Llc
    Shakopee, MN
  • 01/2021 → 06/2021
    Fountain Industries, Llc
    Shakopee, MN
  • 06/2018 → 12/2020
    Fountain Industries, Llc
    Shakopee, MN
  • 01/2018 → 12/2020
    University Of Wisconsin-Madison
    Madison, WI
  • 09/2016 → 12/2017
    Loyola Marymount University
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20

View on SEC IAPD

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GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

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
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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