Erin
Buchen

Cherry Tree Wealth Management, LLC

CRD#6479551
Investment Advisor
in Hopkins, MN

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About this Advisor

Erin Buchen is a financial advisor operating out of Hopkins, Minnesota with a total of 4 years of relevant experience. Buchen is on the advisory team at Cherry Tree Wealth Management, LLC. During their career, the advisor has held roles at North Star Resource Group, Securian Financial Services, Inc, Cri Securities. LLC, Anoka Hennepin School District, Whole Foods Market and Cherry Tree Wealth Management. Buchen has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Minnesota. Cherry Tree Wealth Management, LLC is an advisory firm that has its headquarters in Hopkins, MN. It has $485 million in assets across its 953 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides services to 30 charitable organizations. Of its 953 accounts, 43% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types billed by Cherry Tree Wealth Management, LLC may include asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

301 Carlson Parkway Suite 103
Hopkins, MN 55305

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Cherry Tree Wealth Management, LLC Brokerage Details

Total Assets Under Management

$484,875,402

MN Average: $5,289,111,388
Total Number of Employees

11

MN Average: 157
Total Number of Accounts

953

MN Average: 8,262
Average Account Size

$508,788

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Erin Buchen Work History

Erin has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Cherry Tree Wealth Management

2016 - 2017 (1 year)

North Star Resource Group

2016 - 2017 (1 year)

Securian Financial Services, Inc

2016 - 2017 (1 year)

Cri Securities. LLC

2015 - 2016 (1 year)

Securian Financial Services, Inc

2015 - 2016 (1 year)

North Star Resource Group

2013 - 2015 (2 years)

Whole Foods Market

2012 - 2014 (2 years)

Anoka Hennepin School District

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erin Buchen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cherry Tree Wealth Management, LLC

Conner Kolodge
Hopkins, MN
Erin Buchen
Hopkins, MN
Jared Konen
Hopkins, MN
Chelsea Tufte
Hopkins, MN
Kevin O'Connor
Hopkins, MN
John O'Connor
Hopkins, MN
Janet Pollish
Hopkins, MN
Justin Frys
Hopkins, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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