Jared Konen has been an investment adviser representative at Cherry Tree Wealth Management since February 2022, and is not listed among the firm’s executive officers or direct owners.
Cherry Tree Wealth Management, LLC is a Minnetonka, MN firm with $673M under management, 334 clients and 9 advisers across 2 offices, as of its March 2026 filing.
- – present · 4 yearsMinnetonka, MN · Adviser representative · Firm CRD 151406
Investment adviser representative registrations
Jared Konen is registered as an investment adviser representative in Minnesota, since February 2022.
- MinnesotaSince 2 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 February 2022 |
| Series 7TO | General Securities Representative Examination | 5 October 2021 |
| SIE | Securities Industry Essentials Examination | 9 June 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jared Robert Konen
- CRD
- 7219620
- Firm
- Cherry Tree Wealth Management · CRD 151406
- Office
- 301 CARLSON PARKWAY, SUITE 103, Minnetonka, MN 55305
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jared Konen work?
Jared Konen is an investment adviser representative registered through Cherry Tree Wealth Management, LLC since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jared Konen a financial advisor?
Yes. Jared Konen has a current investment-adviser registration in Minnesota, through Cherry Tree Wealth Management since February 2022.
How many years of experience does Jared Konen have?
Jared Konen has 4 years in the financial industry, since November 2021, across 1 adviser firm.
What exams has Jared Konen passed?
Jared Konen has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2021.
Where is Jared Konen based?
Jared Konen’s registered office is in Minnetonka, MN.
Is Jared Konen registered with FINRA?
Yes. Jared Konen has a current broker registration, under CRD 7219620.
Source: FINRA BrokerCheck
How can I verify Jared Konen’s record?
Search CRD 7219620 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jared Konen’s full registration record.
Conner KolodgeInvestment Advisor and President- Jane BortnemChief Financial Officer, Treasurer, Secretary & Chief Compliance Officer
- Anton ChristiansonChairman
- Kevin O'ConnorEmeritus Wealth Strategist
John O'ConnorChief Investment Officer and Investment Advisor- Keith TufteInvestment Advisor
- Gordon StoferNon Managing Member