2250 Town Square Tower, 445 Minnesota Street St. Paul , MN 55101

651.233.1100

Jaret Hartley is a financial advisor at our St. Paul, Minnesota, office, where he works with individuals, families, retirees, and business owners to plan, manage, and navigate their wealth through a collaborative and personalized approach.

A CERTIFIED FINANCIAL PLANNER® professional, Jaret builds long-term relationships by first understanding each client’s goals, values, and financial circumstances. He then develops tailored strategies that help to align with those priorities, offering ongoing guidance as clients navigate retirement decisions, education planning, portfolio management, and key life transitions. His proactive approach includes regular reviews to help clients stay on track and adjust as their needs evolve.

Jaret began his career in financial services as a wealth management intern with a boutique Twin Cities firm in the summer of 2023. He went on to serve as a financial planning analyst at Prairieview Partners until it joined Savant in 2025. He continued with Savant as an associate advisor before stepping into his current role as a financial advisor in 2026.

He earned a bachelor’s degree in economics and financial planning from the University of Wisconsin-Madison.

Beyond his professional responsibilities, Jaret supports Big Brothers Big Sisters and enjoys an active lifestyle. He spends his free time traveling, hiking, visiting national parks, fishing, golfing, and staying active outdoors. He also enjoys time at his family’s cabin in Winona, Minnesota, and follows Wisconsin sports, including the Packers, Badgers, Bucks, and Brewers.

Education &
Designations

University of Wisconsin-Madison
Bachelor of Science in Economics and Financial Planning
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

Big Brothers Big Sisters – volunteer

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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