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JK

Jared R. Konen

CHERRY TREE WEALTH MANAGEMENT
Minnetonka, MN 55305
Some features on this profile are disabled
CRD#: 7219620
JK

Professional summary

Jared Robert Konen is a registered financial advisor currently at CHERRY TREE WEALTH MANAGEMENT, LLC located in Minnetonka, Minnesota and CHERRY TREE & ASSOCIATES, LLC located in Minnetonka, Minnesota.

Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jared has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Robert Konen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 2, 2022 - Present

CHERRY TREE WEALTH MANAGEMENT, LLC

Office #1: 301 Carlson Parkway Suite 103, Minnetonka, MN 55305
RIA
CRD#: 151406
Minnetonka, MN
Current

January 6, 2022 - Present

CHERRY TREE & ASSOCIATES, LLC

Office #1: 301 Carlson Parkway Suite103, Minnetonka, MN 55305
BD
CRD#: 115151
Minnetonka, MN
Past

October 5, 2021 - November 29, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
CAMBRIDGE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CT
CHERRY TREE WEALTH MANAGEMENT, LLC
ADAM SMITH ADVISORS, LLC | CHERRY TREE WEALTH MANAGEMENT, LLC | ADAM SMITH FAMILY ADVISORS, LLC

CRD#: 151406 / SEC#: 801-70554

RIA
Registered Investment Advisory firm - (9/3/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(2/2/2022)
IAR
Minnesota
(2/2/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/5/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/9/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CT
CHERRY TREE WEALTH MANAGEMENT, LLC
ADAM SMITH ADVISORS, LLC | CHERRY TREE WEALTH MANAGEMENT, LLC | ADAM SMITH FAMILY ADVISORS, LLC

CRD#: 151406 / SEC#: 801-70554

RIA
Registered Investment Advisory firm - (9/3/2009 Approved)
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Contact information

Main Address
301 Carlson Parkway Suite 103, Minnetonka, MN 55305
Mailing Address
Phone number
(952) 893-9012
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHERRY TREE WEALTH MANAGEMENT MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,042
AUM (Assets Under Management)$ 593,289,354

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CHERRY TREE WEALTH MANAGEMENT, LLC

CRD#: 151406Minnetonka, MN 55305

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