Jared Woodward, CFP®
Investment Advisor Representative with Osaic Wealth, Inc Inc
I was born and raised in Cannon Falls, MN. After high school, I graduated with a degree in Finance and a minor in Accounting from Minnesota State University, Mankato. In 2014 Keith approached me with an opportunity to join his team. I didn't know it at the time, but that small leap of faith led me into a career that I truly feel I was meant to do. For over a decade, I have been blessed to wake up every day looking forward to going to work. My areas of focus continue to be working with individuals and families in the accumulation phase as well as pre-retiree's and retiree's. I enjoy helping people navigate their financial lives, giving them the resources and confidence to make decisions that could affect the rest of their lives.
My wife and I, Alison live in Cannon Falls. We have our hands full, with two daughters and one son. After spending 15 years playing amateur baseball for the Bears, I have transitioned to golf. I also enjoy playing volleyball, coaching my kids, biking, grilling and watching baseball, hockey and football. My kids are very active in any sports they can get their hands on including gymnastics, soccer, tee ball, volleyball and basketball. My wife works as an engineer in Northfield, MN. She is an avid volleyball player, a huge Vikings fan and enjoys being outdoors and active.
Credentials:
Bachelors of Science in Finance & Minor in Accounting from Minnesota State University, Mankato.
Passed Certified Financial Planner™ Exam (CFP®) in 2019
Passed Series 7 - General Securities Representative in 2014
Passed Series 66 - Uniform Combined State Law Exam in 2014
Passed Minnesota Life and Health Insurance Exam in 2015
Community Involvement:
Cannon Falls Education Foundation Board Member 2015-2021
Cannon Falls Bears Amateur Baseball Team: Player 2008-2022