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
| Title | Emeritus Wealth Strategist |
| Ownership | Under 5% |
| Control person | No |
| Since | 2020 |