PPrivate Fund Data Log in Join · $37/mo

Kevin James O'Connor

Emeritus Wealth StrategistCherry Tree Wealth Management, LLCCRD 4447466

About Kevin James O'Connor

Kevin James O'Connor is listed as Emeritus Wealth Strategist 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 Kevin James O'Connor work?

Kevin James O'Connor is listed as Emeritus Wealth Strategist at Cherry Tree Wealth Management, LLC on SEC Form ADV.

How much of Cherry Tree Wealth Management, LLC does Kevin James O'Connor own?

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

Cherry Tree Wealth Management, LLC

TitleEmeritus Wealth Strategist
OwnershipUnder 5%
Control personNo
Since2020
View Cherry Tree Wealth Management, LLC →