Justin Frys has been an investment adviser representative at Cherry Tree Wealth Management since August 2019, and is not listed among the firm’s executive officers or direct owners. Justin Frys holds a Bachelor of Science in Economics from the University of Wisconsin-Madison.
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.
Justin Frys is an Investment Advisor of Cherry Tree Wealth Management. He has worked in asset management, retirement preparation, investment planning and insurance planning, and has been in the business for more than 21 years. His focus areas include managing client portfolios, client investment education and customized portfolio design. Earlier roles include Financial Consultant at E*TRADE, District Manager at Waddell & Reed, and Senior VP and Branch Manager at Ziegler Financial.
Justin Frys’ longest registration is the current one, 7 years at Cherry Tree Wealth Management since 2019. Before joining Cherry Tree Wealth Management in 2019, Justin Frys was registered through E*trade Capital Management, LLC and Waddell & Reed.
- – present · 7 yearsMinnetonka, MN · Adviser representative · Firm CRD 151406
- E*trade Capital Management, LLC– · 3 yearsEdina, MN · Adviser representative · Firm CRD 42159
- Waddell & Reed– · 1 yearBloomington, MN · Adviser representative · Firm CRD 866
- B. C. Ziegler and Company– · under a yearMinnetonka, MN · Adviser representative · Firm CRD 61
- Wachovia Securities, Inc.– · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Justin Frys is registered as an investment adviser representative in 4 states. The first approvals date from August 2019; the most recent is Florida, in November 2019.
- ArizonaSince 16 September 2019
- CaliforniaSince 15 August 2019
- FloridaSince 21 November 2019
- MinnesotaSince 14 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2015 |
| Series 24 | General Securities Principal Examination | 21 April 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 1998 |
| Series 7 | General Securities Representative Examination | 20 August 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin Nicholas Frys
- CRD
- 2836394
- 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
- December 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cherrytreewealth.com
Where does Justin Frys work?
Justin Frys is an investment adviser representative registered through Cherry Tree Wealth Management, LLC since August 2019, and is not listed among the firm’s executive officers or direct owners.
Is Justin Frys a financial advisor?
Yes. Justin Frys has a current investment-adviser registration in Arizona, California, Florida and Minnesota, through Cherry Tree Wealth Management since August 2019.
How many years of experience does Justin Frys have?
Justin Frys has 27 years in the financial industry, since December 1998, across 5 adviser firms.
What exams has Justin Frys passed?
Justin Frys has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in August 1998. FINRA credited Justin Frys with the SIE, which began in October 2018.
Where did Justin Frys work before Cherry Tree Wealth Management?
Before Cherry Tree Wealth Management, Justin Frys was registered through E*trade Capital Management, LLC, February 2016 to July 2019; Waddell & Reed, December 2014 to February 2016; B. C. Ziegler and Company, December 2013 to September 2014; Wachovia Securities, Inc., March 2000 to October 2002.
Where is Justin Frys based?
Justin Frys’ registered office is in Minnetonka, MN.
Is Justin Frys registered with FINRA?
Yes. Justin Frys has a current broker registration, under CRD 2836394.
Source: FINRA BrokerCheck
How can I verify Justin Frys’ record?
Search CRD 2836394 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Justin Frys’ 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