Conner Gregory Kolodge
Investment adviser representative at Cherry Tree Wealth Management, LLC
10 yearsExperience
6 statesRegistered in
CFP® certification, PFSDesignations
$673.5MFirm assets
Are you Conner Gregory Kolodge? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cherry Tree Wealth Management, LLCSep 2016 to now
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, MN, NY, TX).
Cherry Tree Wealth Management, LLC
$673.5MAssets managed
334Clients
9Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5873489
- Firm CRD
- 151406