Robert W. Baird & Co.
47yrs
Top advisor by experience in Minnetonka
5yrs
Jared Konen
Full name on record: Jared Robert Konen
Financial advisor at Cherry Tree Wealth Management
Based in Minnetonka, Minnesota, Jared Konen is a fiduciary financial advisor with 5 years of industry experience. Jared has been with Cherry Tree Wealth Management since 2022. Jared holds the CFP® designation.
One of 461 advisors with offices in Minnetonka, and one of 355 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office301 Carlson Parkway Suite 103, Minnetonka, MN 55305
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.16 million
Advisors at the firm8
States licensed ?1 state
Services through Cherry Tree Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowCherry Tree Wealth Management, LLCCurrent firm
Questions to ask Jared
Tailored to Jared’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jared
How do I contact Jared?
Call Cherry Tree Wealth Management at 952-893-9012 and ask for Jared Konen. Jared works from the Minnetonka, MN office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Jared hold?
Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Cherry Tree Wealth Management reports being paid by a percentage of the assets they manage. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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