Janet
Pollish

Cherry Tree Wealth Management, LLC

CRD#4672197
Investment Advisor
in Hopkins, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Janet Pollish is a financial advisor based in Hopkins, Minnesota, working with Cherry Tree Wealth Management, LLC. Janet has previously held a position at Adam Smith Advisors. Janet has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Janet is part of Cherry Tree Wealth Management, LLC, which operates out of Hopkins, Minnesota. The firm has 11 employees and manages assets totaling $553.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cherry Tree Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 66

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

Office Location

301 Carlson Parkway Suite 103
Hopkins, MN 55305

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cherry Tree Wealth Management, LLC Brokerage Details

Total Assets Under Management

$553,928,006

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

11

MN Average: 157
Total Number of Accounts

1,029

MN Average: 8,262
Average Account Size

$538,317

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

Janet Pollish Work History

2013 - Present (11 years)

Adam Smith Advisors

Disclosures

Please visit the SEC profile of Janet Pollish 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started