John
O'Connor
Cherry Tree Wealth Management, LLC
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About this Advisor
John O'Connor is a financial advisor based in Hopkins, Minnesota, working with Cherry Tree Wealth Management, LLC. John has previously held a position at Adam Smith Advisors. John has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Florida, Minnesota, and Texas. Currently, John 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
Services Offered
Fee Structure
Office Location
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Cherry Tree Wealth Management, LLC Brokerage Details
$553,928,006
11
1,029
$538,317
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
Adam Smith Advisors
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
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.
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