Kevin O'Connor has been Emeritus Wealth Strategist of Cherry Tree Wealth Management since January 2020, is not listed as a control person, but directly owns under 5% of the firm.
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.
Kevin O'Connor’s longest registration was 14 years at Cherry Tree Wealth Management, LLC (2011–2025).
- – · 14 yearsMinnetonka, MN · Adviser representative · Firm CRD 151406
- Trusted Financial Partners, LLC– · under a yearMinnetonka, MN · Adviser representative · Firm CRD 115095
- Trusted Financial Partners, LLC– · 1 yearMinnetonka, MN · Adviser representative · Firm CRD 115095
Examinations
No examinations are on Kevin O'Connor’s record.
- Full name
- Kevin James O'Connor
- CRD
- 4447466
- Firm
- Cherry Tree Wealth Management · CRD 151406
- Role
- Emeritus Wealth Strategist
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin O'Connor work?
Kevin O'Connor has been Emeritus Wealth Strategist of Cherry Tree Wealth Management, LLC since January 2020.
Does Kevin O'Connor have a current investment-adviser registration?
Kevin O'Connor has no current investment-adviser or broker registration.
Where was Kevin O'Connor previously registered as an investment adviser?
Kevin O'Connor has past investment-adviser registrations through Cherry Tree Wealth Management, LLC, March 2011 to June 2025; Trusted Financial Partners, LLC, March 2011 to January 2012; Adam Smith Advisors, LLC, November 2010 to February 2011; Trusted Financial Partners, LLC, August 2009 to November 2010, across 2 firms.
Is Kevin O'Connor registered with FINRA?
No. Kevin O'Connor has no current broker registration.
How can I verify Kevin O'Connor’s record?
Search CRD 4447466 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin O'Connor’s full registration record.
