Investment adviser representative · Cherry Tree Wealth Management, LLC
Chelsea K. Tufte
CRD 6455548 · Minnetonka, MN
At a glance
Chelsea K. Tufte is an investment adviser representative with Cherry Tree Wealth Management, LLC in Minnetonka, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chelsea’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Cherry Tree Wealth Management, LLCSince April 2015Minnetonka, MN · $673M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 6 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chelsea’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cherry Tree Wealth Management, LLC
- Eric W. AnnettMinnetonka
- Anton J. ChristiansonMinnetonka
- Robert ChristiansonMinnetonka
- Justin N. FrysMinnetonka
- Conner G. KolodgeMinnetonka · Certified Financial Planner, Personal Financial Specialist
- Jared R. KonenMinnetonka · Certified Financial Planner
- Keith N. TufteMinnetonka · Chartered Financial Analyst
- John C. O'ConnorTraverse City · Certified Financial Planner, Chartered Financial Analyst
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