Robert Christianson
Advisor at Cherry Tree Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cherry Tree Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Minnetonka, MN 55305
Credentials
Series 65
Industry experience
1 year
Robert Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Fountain Industries, LLC and held roles at the University of Wisconsin-Madison and Loyola Marymount University. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension and profit-sharing plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach focused on asset allocation using primarily passive, institutional-class mutual funds and ETFs, with discretionary portfolio management and employee benefit retirement plan consulting.
Based on Cherry Tree Wealth Management, LLC
Based on Cherry Tree Wealth Management, LLC
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.75% $4,000,000 - $4,999,999: 0.70% $5,000,000 - $5,999,999: 0.65% $6,000,000 - $6,999,999: 0.60% $7,000,000 - $9,999,999: 0.55% $10,000,000 - $15,000,000: 0.50% $15,000,000 - $20,000,000: 0.45% $20,000,000 - $25,000,000: 0.40% $25,000,000 - $40,000,000: 0.35% $40,000,000+: 0.32%
Financial planning clients billed monthly in arrears based on actual hours accrued; fees determined based on complexity and agreed prior to contract
Account minimum: $500,000
301 Carlson Parkway, Suite 103
Minnetonka, MN 55305
Minnesota
Cherry Tree Wealth Management, LLC
2024 - Present (2 years)
Fountain Industries, LLC
2022 - 2024 (2 years)
Fountian Industries, LLC
2021 - 2022 (1 year)
Fountain Industries, LLC
2021 - 2021 (1 year)
Fountain Industries, LLC
2018 - 2020 (2 years)
University of Wisconsin-Madison
2018 - 2020 (2 years)
Loyola Marymount University
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Breck School
2014 - 2016 (2 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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