Eric Annett has been an investment adviser representative at Cherry Tree Wealth Management since February 2024, and is not listed among the firm’s executive officers or direct owners. Eric Annett holds a BA in Economics from the University of Minnesota – Twin Cities.
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.
Eric Annett is an Investment Advisor of Cherry Tree Wealth Management. He focuses on tax efficient investment and planning strategies, in addition to investment research and analysis. Before joining Cherry Tree, he spent seven years in advisor support roles at MassMutual, working on investment research, trading and portfolio management.
Eric Annett’s longest registration was 6 years at MML Investors Services, LLC (2017–2023). Before joining Cherry Tree Wealth Management in 2024, Eric Annett was registered through MML Investors Services, LLC and Msi Financial Services, Inc.
- – present · 2 yearsMinnetonka, MN · Adviser representative · Firm CRD 151406
- MML Investors Services, LLC– · 6 yearsMinneapolis, MN · Adviser representative · Firm CRD 10409
- Msi Financial Services, Inc.– · 1 yearMinnetonka, MN · Adviser representative · Firm CRD 14251
Professional designations
Listed by Cherry Tree Wealth Management
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Eric Annett is registered as an investment adviser representative in Minnesota, since February 2024.
- MinnesotaSince 14 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 February 2016 |
| Series 66 | Uniform Combined State Law Examination | 11 January 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Eric William Annett
- CRD
- 6317284
- Firm
- Cherry Tree Wealth Management · CRD 151406
- Office
- 301 CARLSON PARKWAY, SUITE 103, Minnetonka, MN 55305
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cherrytreewealth.com
Where does Eric Annett work?
Eric Annett is an investment adviser representative registered through Cherry Tree Wealth Management, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Eric Annett a financial advisor?
Yes. Eric Annett has a current investment-adviser registration in Minnesota, through Cherry Tree Wealth Management since February 2024.
How many years of experience does Eric Annett have?
Eric Annett has 10 years in the financial industry, since June 2016, across 3 adviser firms.
What exams has Eric Annett passed?
Eric Annett has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in January 2016. FINRA credited Eric Annett with the SIE, which began in October 2018.
Where did Eric Annett work before Cherry Tree Wealth Management?
Before Cherry Tree Wealth Management, Eric Annett was registered through MML Investors Services, LLC, March 2017 to October 2023; Msi Financial Services, Inc., March 2016 to March 2017.
Where is Eric Annett based?
Eric Annett’s registered office is in Minnetonka, MN.
Is Eric Annett registered with FINRA?
Yes. Eric Annett has a current broker registration, under CRD 6317284.
Source: FINRA BrokerCheck
How can I verify Eric Annett’s record?
Search CRD 6317284 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Eric Annett’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