John O'Connor, Cfa, Cfp®

John O'Connor, Cfa, Cfp® Email and Phone Number

Chief Investment Officer at Cherry Tree Wealth Management @ Cherry Tree Wealth Management
John O'Connor, Cfa, Cfp®'s Location
Traverse City, Michigan, United States, United States
About John O'Connor, Cfa, Cfp®

For regulatory reasons, recommendations and endorsements cannot be accepted for my work at Cherry Tree Wealth Management.

John O'Connor, Cfa, Cfp®'s Current Company Details
Cherry Tree Wealth Management

Cherry Tree Wealth Management

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Chief Investment Officer at Cherry Tree Wealth Management
John O'Connor, Cfa, Cfp® Work Experience Details
  • Cherry Tree Wealth Management
    Chief Investment Officer
    Cherry Tree Wealth Management Aug 2022 - Present
    Minnetonka, Minnesota, Us
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  • Cherry Tree Wealth Management
    Investment Advisor
    Cherry Tree Wealth Management Aug 2007 - Present
    Minnetonka, Minnesota, Us
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  • Ameriprise Financial
    Fund Accountant
    Ameriprise Financial Nov 2005 - Aug 2007
    Minneapolis, Mn, Us
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  • Jeffrey Slocum & Associates
    Investment Analyst
    Jeffrey Slocum & Associates Jun 2004 - Nov 2005

John O'Connor, Cfa, Cfp® Education Details

  • Loras College
    Loras College
    Finance

Frequently Asked Questions about John O'Connor, Cfa, Cfp®

What company does John O'Connor, Cfa, Cfp® work for?

John O'Connor, Cfa, Cfp® works for Cherry Tree Wealth Management

What is John O'Connor, Cfa, Cfp®'s role at the current company?

John O'Connor, Cfa, Cfp®'s current role is Chief Investment Officer at Cherry Tree Wealth Management.

What schools did John O'Connor, Cfa, Cfp® attend?

John O'Connor, Cfa, Cfp® attended Loras College.

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