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FIRM PROFILE
Overview
CHERRY TREE & ASSOCIATES, LLC is located at 301 Carlson Parkway Suite103, Minnetonka, MN 55305 and was first established at Kansas City, Minnesota in 07/27/2001. After operating for 24 years, CHERRY TREE & ASSOCIATES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CHERRY TREE & ASSOCIATES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CHERRY TREE & ASSOCIATES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CHERRY TREE & ASSOCIATES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CHERRY TREE & ASSOCIATES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CHERRY TREE & ASSOCIATES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CHERRY TREE & ASSOCIATES, LLC Comes From
Understanding the Statistics for CHERRY TREE & ASSOCIATES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
301 Carlson Parkway Suite103, Minnetonka, MN 55305
301 Carlson Parkway Suite 103, Minnetonka, MN 55305
Small
(952) 893-9012
Minnesota since 07/27/2001
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| ADAM SMITH COMPANIES, LLC | MEMBER | ||
| STOFER, GORDON FAIRCHILD JR | EXECUTIVE CHAIRMAN, MEMBER, ELECTED MANAGER | 1514353 | |
| JOHNSON, CHAD ERIC | MANAGING PARTNER, MEMBER, CO-CEO | 2326438 | |
| LATZKE, DAVID GERALD | MANAGING PARTNER, MEMBER, CO-CEO | 5291398 | |
| BORTNEM, JANE MARIE | FINANCIAL AND OPERATING PRINCIPAL, CHIEF COMPLIANCE OFFICER, MEMBER | 4451428 | |
| GUSENIUS, MIKKEL STEPHEN | MANAGING DIRECTOR, MEMBER | 5364764 |
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Advisor's working at CHERRY TREE & ASSOCIATES, LLC
Eric William Annett
Jared Robert Konen
Anton Joseph Christianson
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