Jared Konen
Investment Advisor
Jared is an Investment Advisor 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. Jared resides in Minneapolis with his fiancée Nicole. He enjoys traveling, watching sports, and spending time on the lake with his friends.
Jared has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine in 2026.
Focus
- Client service
- Comprehensive Reporting and Planning
- Financial Analysis
- Investment Research
Education
- BA., Finance, University of Wisconsin – Eau Claire
- Certified Financial Planner®
- Certified Private Wealth Advisor®
Prior Experience
Financial Planning Intern, Bernicke Wealth Management
Other
- Member, Investments & Wealth Institute
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.