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, and 2022.
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.