Jared Robert Konen
Investment adviser representative at Cherry Tree Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$673.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Cherry Tree Wealth Management, LLCJan 2022 to now
- LPL Financial LLCJun 2020 to Nov 2021
- Bernicke Wealth ManagementJan 2020 to Nov 2021
- City of CambridgeJul 2019 to Oct 2019
- University of Wisconsin - Eau ClaireSep 2017 to May 2021
- Cambridge TheaterJul 2015 to May 2019
- Cambridge-isanti School DistrictJan 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cherry Tree Wealth Management, LLC
$673.5MAssets managed
334Clients
9Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7219620
- Firm CRD
- 151406