Conner G. Kolodge

CHERRY TREE WEALTH MANAGEMENT

Minnetonka, MN 55305

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CRD#: 5873489

Professional summary

Conner Gregory Kolodge, CFP®, CPWA® is a registered financial advisor currently at CHERRY TREE WEALTH MANAGEMENT, LLC located in Minnetonka, Minnesota.

Conner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Conner has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mr. Kolodge works as a part-time consultant lecturer on behalf of Employee Assistance Plans offered by companies around the Twin Cities area. He gives oral presentations from issues revolving mostly around budgeting and general financial topics. He gives approximately 1-2 presentations per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conner Gregory Kolodge'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®

CFP^®

Certified Financial Planner

Start date: 2015

CPWA^®

Certified Private Wealth Advisor

Start date: 2019-02-04

Expire date: 2025-01-31

Experience

Current

October 27, 2016 - Present

CHERRY TREE WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 151406

Minnetonka, 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
(10/27/2016)

IAR

New York
(7/31/2024)

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: 10/10/2016

Uniform Investment Adviser Law 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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Conner G. Kolodge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conner Gregory Kolodge's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHERRY TREE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

CHERRY TREE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2016

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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