Cherry Tree Wealth Management, LLC

Conner Kolodge is a CFP® and PFS™ credentialed financial advisor with nine years of industry experience. He has worked at Cherry Tree Wealth Management, LLC since 2016 and previously at Accredited Investors Inc. from 2013 to 2016. In addition to his advisory role, he serves as a part-time consultant lecturer, delivering presentations on budgeting and general financial topics to Employee Assistance Plans in the Twin Cities area. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for a diverse client base including 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 and utilizes primarily passively managed, institutional-class mutual funds and ETFs.

John O'Connor is a CFP®, CFA®, and Series 65 licensed financial advisor with 12 years of industry experience. He has been with Cherry Tree Wealth Management, LLC since 2009. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, pension plans, estates, trusts, and charitable organizations. The firm employs a long-term, asset allocation-focused investment approach utilizing primarily passive, institutional-class mutual funds and ETFs, with discretionary portfolio management and regular account reviews.

Chelsea Tufte is a CFP® and Series 65-licensed financial advisor at Cherry Tree Wealth Management, LLC with 10 years of industry experience. She has been with Cherry Tree since 2013. Cherry Tree Wealth Management 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 and primarily uses passively managed institutional-class mutual funds and ETFs.

Eric Annett is a financial advisor at Cherry Tree Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Cherry Tree Wealth Management 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 passively managed mutual funds and ETFs, with discretionary portfolio management and employee benefit retirement plan consulting services.

Anton Christianson is a financial advisor at Cherry Tree Wealth Management, LLC with 28 years of industry experience. He holds the Series 63 designation and has been associated with Cherry Tree Investments, Inc. since 1981. Christianson serves as a director of Titan Machinery Inc. and nine private companies, and he is a co-trustee for a family trust. 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, asset allocation-focused investment approach using primarily passively managed institutional-class mutual funds and ETFs, with discretionary portfolio management and retirement plan consulting services.

Jared Konen is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Cherry Tree Wealth Management, LLC since 2022 and previously held roles at LPL Financial, Bernicke Wealth Management, and the City of Cambridge. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for a diverse client base including individuals, pension plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy focused on asset allocation and utilizes predominantly passively managed institutional-class mutual funds and ETFs.

Justin Frys is a financial advisor with Cherry Tree Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Cherry Tree in 2019, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2019. Cherry Tree Wealth Management is a team-based SEC-registered advisory firm managing approximately $593 million for individuals, retirement plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds and ETFs with discretionary portfolio management and periodic fundamental analysis.

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.