Carter Springer (CRD# 7415768) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 2 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Tradition Wealth Management | Minneapolis, MN | Jul 2021 - Current | 2 |
| Concourse Financial Group Securities Inc. | Minneapolis, MN | Jul 2021 - Current | 2 |
| Concourse Financial Group Securities Inc. | Minneapolis, MN | Aug 2021 - Dec 2022 | 1 |
| Strapped LLC | Lakeville, MN | Jun 2019 - Aug 2021 | 2 |
| University Of Minnesota Duluth | Duluth, MN | Aug 2017 - May 2021 | 3 |
| Associated Benefits And Risk Consulting | Minnetonka, MN | Jun 2018 - Aug 2018 | < 1 |
| Bay Equity Home Loans | Lakeville, MN | Jun 2017 - May 2018 | < 1 |
| Lakeville North High School | Lakeville, MN | Sep 2013 - Jun 2017 | 3 |
| Aspire Beverage Company | Edina, MN | May 2015 - Aug 2016 | 1 |
| Brunswick Zone | Lakeville, MN | May 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- MN
-
Total Assets Under Management1,522MILLIONS
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Total Number of Accounts4,688ACCOUNTS
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Average Account Value$324,764
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, GA, IA, IL, MN, NE, NH, NJ, NY, PA, SD, TN, TX, WA, WI
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