Chelsea Tufte
Investment Advisor
Chelsea is an Investment Advisor for our wealth management team. She focuses on client service, devising and maintaining portfolios that meet individuals’ needs, billing and compliance.
Chelsea has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine for 2020, 2021, and 2022.
Focus
- Managing client portfolios
- Client service
- Billing
- Compliance
Education
- BA in Business, University of St. Thomas
- Certified Financial Planner™
Prior Experience
- Internship, TorchLight Advisors LLC
Other
- Member, Financial Planning Association of Minnesota
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.