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
| Title | Chief Financial Officer, Treasurer, Secretary & Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2009 |