Christopher Leivermann, financial advisor Edina MN

Christopher Leivermann

CRD Number: 6054424
Current Firm: Tradition Wealth Management LLC

Christopher Leivermann (CRD# 6054424) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
(dba) Tradition Wealth Management Edina, MN Jul 2019 - Current 4
Concourse Financial Group Securities Inc. Edina, MN Jul 2019 - Dec 2022 3
Guardian Life Insurance Edina, MN Mar 2017 - Jul 2019 2
Park Avenue Securities Edina, MN Mar 2017 - Jul 2019 2
Park Ave Securities Bloomington, MN Jan 2014 - Feb 2017 3
Guardian Bloomington, MN Dec 2013 - Feb 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Christopher Leivermann
Phone Number: 952-563-6500
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,092
    MILLIONS
  • Total Number of Accounts
    4,058
    ACCOUNTS
  • Average Account Value
    $269,204
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, MN, NE, NH, NJ, NY, PA, SD, TN, TX, WA, WI

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