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Robert Christianson

Cherry Tree Wealth Management, LLC

Minnetonka, MN

CRD 7948479

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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 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

Nearby Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC

Nearby Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA

Nearby Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN

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