Janet G. Pollish
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Janet Gail Pollish, who also goes by Janet Pollish Forsberg, was a registered financial professional .
Janet is a previously registered financial professional and started their career in finance in 2003. Janet had worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 16, 2013 - June 4, 2025
CHERRY TREE WEALTH MANAGEMENT, LLC
August 11, 2006 - June 13, 2012
WEALTH MANAGEMENT SERVICES, LLC
July 9, 2003 - April 3, 2006
IDS LIFE INSURANCE COMPANY
July 9, 2003 - April 3, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
CHERRY TREE WEALTH MANAGEMENT, LLC
CRD#: 151406 / SEC#: 801-70554
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHERRY TREE WEALTH MANAGEMENT, LLC
CRD#: 151406 / SEC#: 801-70554
Contact information
SEC notice filing (7 States and Territories)
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.
