Keith Tufte is President, Elected Manager and Chief Compliance Officer, Elected Manager of Longview Wealth Management, is a control person of the firm and directly owns 75% or more of it.
Longview Wealth Management, LLC is a firm with $127M under management, 44 clients and 1 adviser in one office, as of its January 2026 filing.
Keith Tufte’s longest registration is the current one, 12 years at Cherry Tree Wealth Management, LLC since 2013.
- – present · 12 yearsOrono, MN · Adviser representative · Firm CRD 139489
- Cherry Tree Wealth Management, LLCAlso current– present · 12 yearsMinnetonka, MN · Adviser representative · Firm CRD 151406
Investment adviser representative registrations
Keith Tufte is registered as an investment adviser representative in 5 states. The first approvals date from December 2013; the most recent is Arizona, in August 2017.
- ArizonaSince 21 August 2017
- CaliforniaSince 22 June 2017
- FloridaSince 2 August 2017
- MinnesotaSince 13 December 2013
- TexasSince 22 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 March 2004 |
| Series 7 | General Securities Representative Examination | 27 July 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Keith Norman Tufte
- CRD
- 1170559
- Firm
- Longview Wealth Management · CRD 139489
- Role
- President, Elected Manager; Chief Compliance Officer, Elected Manager
- Office
- Orono, MN
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Keith Tufte work?
Keith Tufte is President, Elected Manager; Chief Compliance Officer, Elected Manager of Longview Wealth Management, LLC, and is a control person of the firm.
Is Keith Tufte a financial advisor?
Yes. Keith Tufte has a current investment-adviser registration in Arizona, California, Florida, Minnesota and Texas, through Longview Wealth Management since February 2014.
How many years of experience does Keith Tufte have?
Keith Tufte has 12 years in the financial industry, since December 2013, across 2 adviser firms.
What exams has Keith Tufte passed?
Keith Tufte has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1999.
Where is Keith Tufte based?
Keith Tufte’s registered office is in Orono, MN.
Is Keith Tufte registered with FINRA?
No. Keith Tufte has no current broker registration.
How can I verify Keith Tufte’s record?
Search CRD 1170559 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Tufte’s full registration record.