Chelsea Tufte has been an investment adviser representative at Cherry Tree Wealth Management since April 2015, and is not listed among the firm’s executive officers or direct owners.
Cherry Tree Wealth Management, LLC is a Minnetonka, MN firm with $673M under management, 334 clients and 9 advisers across 2 offices, as of its March 2026 filing.
- – present · 11 yearsMinnetonka, MN · Adviser representative · Firm CRD 151406
Investment adviser representative registrations
Chelsea Tufte is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from April 2015; the most recent is New York, in August 2024.
- ArizonaSince 21 August 2017
- CaliforniaSince 23 June 2017
- FloridaSince 7 August 2017
- MinnesotaSince 7 April 2015
- New YorkSince 1 August 2024
- TexasResidentSince 22 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 April 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chelsea Katherine-Doris Tufte
- CRD
- 6455548
- Firm
- Cherry Tree Wealth Management · CRD 151406
- Office
- 301 CARLSON PARKWAY, SUITE 103, Minnetonka, MN 55305
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Chelsea Tufte work?
Chelsea Tufte is an investment adviser representative registered through Cherry Tree Wealth Management, LLC since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is Chelsea Tufte a financial advisor?
Yes. Chelsea Tufte has a current investment-adviser registration in Arizona, California, Florida, Minnesota, New York and Texas, through Cherry Tree Wealth Management since April 2015.
How many years of experience does Chelsea Tufte have?
Chelsea Tufte has 11 years in the financial industry, since April 2015, across 1 adviser firm.
What exams has Chelsea Tufte passed?
Chelsea Tufte passed the Series 65 in April 2015.
Where is Chelsea Tufte based?
Chelsea Tufte’s registered office is in Minnetonka, MN.
Is Chelsea Tufte registered with FINRA?
No. Chelsea Tufte has no current broker registration.
How can I verify Chelsea Tufte’s record?
Search CRD 6455548 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chelsea Tufte’s full registration record.
Conner KolodgeInvestment Advisor and President- Jane BortnemChief Financial Officer, Treasurer, Secretary & Chief Compliance Officer
- Anton ChristiansonChairman
- Kevin O'ConnorEmeritus Wealth Strategist
John O'ConnorChief Investment Officer and Investment Advisor- Keith TufteInvestment Advisor
- Gordon StoferNon Managing Member