President, Elected Manager · Longview Wealth Management, LLC
Keith N. Tufte
CRD 1170559 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Longview Wealth Management, LLC, an SEC-registered wealth manager with $127 million in regulatory assets, lists Keith N. Tufte on its Form ADV as President, Elected Manager, a control person. The SEC filings also name Keith at 1 other registered adviser.
Firms and roles
- Longview Wealth Management, LLCPresident, Elected ManagerWealth manager · United States · $127M in regulatory assets
- Cherry Tree Wealth Management, LLCInvestment AdvisorWealth manager · Minnetonka, MN · $673M in regulatory assets
AtlasMembers
Keith’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Kevin J. O'ConnorEmeritus Wealth Strategist, Cherry Tree Wealth Management, LLC
- Jane M. BortnemChief Financial Officer, Treasurer, Secretary & Chief Compliance Officer, Cherry Tree Wealth Management, LLC
- Anton J. ChristiansonChairman, Cherry Tree Wealth Management, LLC
- Gordon F. StoferNON Managing Member, Cherry Tree Wealth Management, LLC
- Conner G. KolodgeInvestment Advisor and President, Cherry Tree Wealth Management, LLC
1 more person named with Keith on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.