EA
EA

Eric Annett

9 Years of Experience
Minnetonka, MN
Broker

Eric Annett is a registered investment advisor, based in Minnetonka, MN, with 9 years of industry experience.

Location

301 Carlson Parkway, Suite 103, Minnetonka, MN, 55305

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cherry Tree & Associates, LLCBroker
February 2024 - Present · 2 yrs 2 mos
Cherry Tree Wealth Management, LLC
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - October 2023 · 6 yrs 7 mos
MML Investors Services, LLC
March 2017 - October 2023 · 6 yrs 7 mos
Msi Financial Services, INC.
March 2016 - March 2017 · 1 yr
Msi Financial Services, INC.Broker
February 2016 - March 2017 · 1 yr 1 mo
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.