Conner Kolodge has been Investment Advisor and President of Cherry Tree Wealth Management since January 2021, is a control person of the firm and directly owns under 5% of it. Conner Kolodge holds a BS in Accounting and Finance from the University of Minnesota.
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.
Conner Kolodge is President and Investment Advisor of Cherry Tree Wealth Management. He began in financial compliance before moving into personal finance. His focus areas include tax planning and charitable giving, comprehensive financial planning, investment management, and cash flow planning and lifestyle spending analysis. Earlier roles include Wealth Manager at Accredited Investors Inc. and Tax & Consulting Staff at Ernst & Young.
- – present · 9 yearsMinnetonka, MN · Adviser representative · Firm CRD 151406
Investment adviser representative registrations
Conner Kolodge is registered as an investment adviser representative in 6 states. The first approvals date from October 2016; the most recent is New York, in July 2024.
- ArizonaSince 21 August 2017
- CaliforniaSince 22 June 2017
- FloridaSince 2 August 2017
- MinnesotaSince 27 October 2016
- New YorkSince 31 July 2024
- TexasSince 22 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Conner Gregory Kolodge
- CRD
- 5873489
- Firm
- Cherry Tree Wealth Management · CRD 151406
- Role
- Investment Advisor and President
- Office
- 301 CARLSON PARKWAY, SUITE 103, Minnetonka, MN 55305
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cherrytreewealth.com
Where does Conner Kolodge work?
Conner Kolodge has been Investment Advisor and President of Cherry Tree Wealth Management, LLC since January 2021, and is a control person of the firm.
Is Conner Kolodge a financial advisor?
Yes. Conner Kolodge has a current investment-adviser registration in Arizona, California, Florida, Minnesota, New York and Texas, through Cherry Tree Wealth Management since October 2016.
How many years of experience does Conner Kolodge have?
Conner Kolodge has 9 years in the financial industry, since October 2016, across 1 adviser firm.
What exams has Conner Kolodge passed?
Conner Kolodge passed the Series 65 in October 2016.
Where is Conner Kolodge based?
Conner Kolodge’s registered office is in Minnetonka, MN.
Is Conner Kolodge registered with FINRA?
No. Conner Kolodge has no current broker registration.
How can I verify Conner Kolodge’s record?
Search CRD 5873489 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Conner Kolodge’s full registration record.
