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Jane Marie Bortnem

Chief Financial Officer, Treasurer, Secretary & Chief Compliance OfficerCherry Tree Wealth Management, LLCCRD 4451428

About Jane Marie Bortnem

Jane Marie Bortnem is listed as Chief Financial Officer, Treasurer, Secretary & Chief Compliance Officer at Cherry Tree Wealth Management, LLC in Minnetonka, MN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Cherry Tree Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jane Marie Bortnem work?

Jane Marie Bortnem is listed as Chief Financial Officer, Treasurer, Secretary & Chief Compliance Officer at Cherry Tree Wealth Management, LLC on SEC Form ADV.

How much of Cherry Tree Wealth Management, LLC does Jane Marie Bortnem own?

Form ADV reports a beneficial ownership band of Under 5%.

Cherry Tree Wealth Management, LLC

TitleChief Financial Officer, Treasurer, Secretary & Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2009
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