Keith N. Tufte

CHERRY TREE WEALTH MANAGEMENT

Minnetonka, MN 55305

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CRD#: 1170559

Professional summary

Keith Norman Tufte, who also goes by Keith N Tufte, is a registered financial advisor currently at CHERRY TREE WEALTH MANAGEMENT, LLC located in Minnetonka, Minnesota and LONGVIEW WEALTH MANAGEMENT, LLC located in Orono, Minnesota.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Keith has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keith N Tufte

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I WORK AS THE PRESIDENT OF LONGVIEW WEALTH MANAGEMENT AND Cherry Tree Wealth Managment, 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 LEAD THE FIRM'S INVESTMENT STRATEGY, TO WRITE MONTHLY INVESTMENT LETTERS, AND TO LEAD THE OTHER ADVISORS AT THE FIRM. I DEVOTE ABOUT HALF OF MY TIME TO THIS FIRM. MUCH OF WHAT I DO IN TERMS OF INVESTMENT RESEARCH, STRATEGY, AND OTHER ACTIVITIES IS BENEFICIAL TO BOTH OF THE FIRMS I WORK FOR, AND BOTH OF THE FIRMS CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Norman Tufte's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 13, 2013 - Present

CHERRY TREE WEALTH MANAGEMENT, LLC

Office #1: 301 Carlson Parkway Suite 103, Minnetonka, MN 55305

RIA

CRD#: 151406

Minnetonka, MN

Current

February 19, 2014 - Present

LONGVIEW WEALTH MANAGEMENT, LLC

RIA

CRD#: 139489

Orono, MN

Past

July 28, 1999 - August 31, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 28, 1999 - August 31, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHERRY TREE WEALTH MANAGEMENT, LLC

ADAM SMITH ADVISORS, LLC | CHERRY TREE WEALTH MANAGEMENT, LLC | ADAM SMITH FAMILY ADVISORS, LLC

CRD#: 151406 / SEC#: 801-70554

RIA

Registered Investment Advisory firm - (9/3/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/21/2017)

IAR

California
(6/22/2017)

IAR

Florida
(8/2/2017)

IAR

Minnesota
(12/13/2013)

IAR

Texas
(6/22/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/6/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/15/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/27/1999

General Securities Representative Examination

Current Firm

CHERRY TREE WEALTH MANAGEMENT, LLC

ADAM SMITH ADVISORS, LLC | CHERRY TREE WEALTH MANAGEMENT, LLC | ADAM SMITH FAMILY ADVISORS, LLC

CRD#: 151406 / SEC#: 801-70554

RIA

Registered Investment Advisory firm - (9/3/2009 Approved)

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Contact information

Main Address

301 Carlson Parkway Suite 103, Minnetonka, MN 55305

Mailing Address

Phone number

(952) 893-9012

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHERRY TREE WEALTH MANAGEMENT MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,042
AUM (Assets Under Management)	$ 593,289,354

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Keith N. Tufte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Norman Tufte's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHERRY TREE WEALTH MANAGEMENT, LLC

LONGVIEW WEALTH MANAGEMENT, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CHERRY TREE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2006

Series 63

Date: 3/15/2004

Series 7

Date: 7/27/1999

Current Firm

CHERRY TREE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHERRY TREE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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