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Benjamin Michael Huss

CHERRY TREE & ASSOCIATES
MINNETONKA, MN
·CRD# 7006842·7 years experience

Professional Summary

Benjamin Michael Huss is a registered financial advisor currently at CHERRY TREE & ASSOCIATES, LLC located in Minnetonka, Minnesota. Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2020. Benjamin has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

CHERRY TREE & ASSOCIATES, LLC·CRD# 115151
BD
301 Carlson Parkway Suite103, Minnetonka, MN 55305
October 20, 2025 - Present
CHERRY TREE & ASSOCIATES, LLC·CRD# 115151
BD
Minnetonka, MN
January 10, 2020 - May 11, 2022

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Current Firm

CT
CHERRY TREE & ASSOCIATES, LLC

CHERRY TREE & ASSOCIATES, LLC | CTD SECURITIES, LLC | CHERRY TREE SECURITIES, LLC

CRD#: 115151 / SEC#: 8-53469
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

301 Carlson Parkway Suite103, Minnetonka, MN 55305

Mailing Address

301 Carlson Parkway Suite 103, Minnetonka, MN 55305

Phone Number

(952) 893-9012

Established

Minnesota since 07/27/2001

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (12 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ADAM SMITH COMPANIES, LLCMEMBER—
STOFER, GORDON FAIRCHILD JREXECUTIVE CHAIRMAN, MEMBER, ELECTED MANAGER1514353
JOHNSON, CHAD ERICMANAGING PARTNER, MEMBER, CO-CEO2326438
LATZKE, DAVID GERALDMANAGING PARTNER, MEMBER, CO-CEO5291398
BORTNEM, JANE MARIEFINANCIAL AND OPERATING PRINCIPAL, CHIEF COMPLIANCE OFFICER, MEMBER4451428
GUSENIUS, MIKKEL STEPHENMANAGING DIRECTOR, MEMBER5364764

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Minnesota
(1/16/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2026About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Oct 2025About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2019About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Benjamin Michael Huss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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