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Jared Robert Konen

Cherry Tree Wealth Management, LLC

Minnetonka, MN

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Current Employers
Cherry Tree Wealth Management, Llc

301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-02-02
  • MN RA
    APPROVED
    Since 2022-02-02

Branch Locations

301 Carlson Parkway Suite 103, Minnetonka, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
City Of Cambridge Cambridge MN 07/2019 10/2019
Cambridge Theater Cambridge MN 07/2015 05/2019
University Of Wisconsin - Eau Claire Eau Claire WI 09/2017 05/2021
Bernicke Wealth Management Eau Claire WI 01/2020 11/2021
Cambridge-Isanti School District Cambridge MN 01/2011 08/2017
Lpl Financial Llc Eau Claire WI 06/2020 11/2021
Cherry Tree Wealth Management, Llc Minnetonka MN 01/2022 Present
  • 07/2019 → 10/2019
    City Of Cambridge
    Cambridge, MN
  • 07/2015 → 05/2019
    Cambridge Theater
    Cambridge, MN
  • 09/2017 → 05/2021
    University Of Wisconsin - Eau Claire
    Eau Claire, WI
  • 01/2020 → 11/2021
    Bernicke Wealth Management
    Eau Claire, WI
  • 01/2011 → 08/2017
    Cambridge-Isanti School District
    Cambridge, MN
  • 06/2020 → 11/2021
    Lpl Financial Llc
    Eau Claire, WI
  • 01/2022 → Present
    Cherry Tree Wealth Management, Llc
    Minnetonka, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-02
  • S66 Uniform Combined State Law Examination
    2022-02-02
Designations

View on SEC IAPD

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Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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