John
O'Connor
Cherry Tree Wealth Management, LLC
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About this Advisor
John O'Connor is a certified financial planner and chartered financial analyst operating in Hopkins, Minnesota with 10 years of industry experience. O'Connor is currently employed by Cherry Tree Wealth Management, LLC. They have spent their complete career at Cherry Tree Wealth Management, Llc. O'Connor has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Arizona, California, Florida, Minnesota and Texas. Cherry Tree Wealth Management, LLC is a firm operating out of Hopkins, MN. It manages $485 million in total assets among its 953 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises 30 charitable organizations. Of its 953 customer accounts, 43% are associated with high-net-worth clients who have greater than $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on the services offered. However, fees billed by Cherry Tree Wealth Management, LLC can be comprised of 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
John O'Connor Work History
John has been registered as a financial advisor for 10 years.*
Adam Smith Advisors
*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 John O'Connor 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
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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.