Robert Christianson
Investment adviser representative at Cherry Tree Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$673.5MFirm assets
17 yearsFirm in business
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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, LLCApr 2024 to now
- Fountain Industries, LLCSep 2022 to Mar 2024
- Fountian Industries, LLCJun 2021 to Sep 2022
- Fountain Industries, LLCJan 2021 to Jun 2021
- Fountain Industries, LLCJun 2018 to Dec 2020
- University of Wisconsin-madisonJan 2018 to Dec 2020
- Loyola Marymount UniversitySep 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7948479
- Firm CRD
- 151406