Erin
Buchen
Cherry Tree Wealth Management, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Cherry Tree Wealth Management, LLC Brokerage Details
$484,875,402
11
953
$508,788
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.*
Cherry Tree Wealth Management
North Star Resource Group
Securian Financial Services, Inc
Cri Securities. LLC
Securian Financial Services, Inc
North Star Resource Group
Whole Foods Market
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
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
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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