John Charles O'Connor
Chief Investment Officer And Investment AdvisorCherry Tree Wealth Management, LLCCRD 5067036
About John Charles O'Connor
John Charles O'Connor is listed as Chief Investment Officer And Investment Advisor 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 John Charles O'Connor work?
John Charles O'Connor is listed as Chief Investment Officer And Investment Advisor at Cherry Tree Wealth Management, LLC on SEC Form ADV.
How much of Cherry Tree Wealth Management, LLC does John Charles O'Connor own?
Form ADV reports a beneficial ownership band of Under 5%.
Cherry Tree Wealth Management, LLC
| Title | Chief Investment Officer And Investment Advisor |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |