Conner Kolodge

Investment Advisor

Initially focused in financial compliance, Conner transitioned into personal finance to utilize his knowledge and skills to make meaningful differences in the lives of family and friends. He strives to connect client’s life goals with their finances.

Conner has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine for 2019, 2020, 2021, 2022, and 2023.

Focus

  • Tax planning & charitable giving
  • Comprehensive financial planning
  • Investment management
  • Cash flow planning and lifestyle spending analysis

Education

  • BS in Accounting and Finance, University of Minnesota
  • Certified Financial Planner®
  • Certified Public Accountant/Personal Financial Specialist
  • Certified Private Wealth Advisor®

Prior Experience

  • Wealth Manager, Accredited Investors Inc.
  • Tax & Consulting Staff, Ernst & Young

Other

  • Member, MNCPA
  • Member, Financial Planning Association of Minnesota

Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.

DISCLOSURES