Jared Konen 

Investment Advisor

Jared is an Investment Advisor Associate for our Wealth Management Team. He focuses on client service, as well as reporting and planning. Prior to joining Cherry Tree, Jared interned with Bernicke Wealth Management, where he was introduced to all different areas of a wealth management firm.

In his free time, Jared enjoys playing and watching hockey. He is an avid Gopher and Wild hockey fan. He also enjoys golfing, snowboarding, and being on the lake as much as possible during the summer.

Focus

  • Client service
  • Comprehensive Reporting and Planning
  • Financial Analysis
  • Investment Research

Education

  • BA., Finance, University of Wisconsin – Eau Claire
  • Certified Financial Planner®

Prior Experience

  • Financial Planning Intern, Bernicke Wealth Management

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

DISCLOSURES