Tradition Wealth Management LLC

Tradition Wealth Management LLC (CRD# 128314) is a financial advisory firm headquartered in Edina, MN. They manage $326,877,000 in 2,239 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    2,239
    ACCOUNTS
  • Average Account Value
    $145,992
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, MN, NE, NJ, SD, TX, WA, WI

Financial Advisors at Tradition Wealth Management LLC
Showing 1 - 9 of 9 top financial advisors.
1
David C. Anderson
CRD#: 2693817
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

David Anderson (CRD# 2693817) 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.

2
Christine M. Donnelly
CRD#: 3184566
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Christine Donnelly (CRD# 3184566) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 18 years of experience in the finance industry.

3
Timothy C. Gunderson
CRD#: 4358442
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Timothy Gunderson (CRD# 4358442) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 16 years of experience in the finance industry.

4
Bradley A. Johnson
CRD#: 2258491
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Bradley Johnson (CRD# 2258491) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 25 years of experience in the finance industry.

5
Jon T. Kattke
CRD#: 5407363
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Jon Kattke (CRD# 5407363) 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.

6
Steven T. Kattke
CRD#: 264923
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Steven Kattke (CRD# 264923) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 31 years of experience in the finance industry.

7
Chadwick J. Schumacher
CRD#: 2386491
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Chadwick Schumacher (CRD# 2386491) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 23 years of experience in the finance industry.

8
John T. Greenagel
CRD#: 3018080
7601 France Avenue South, Suite 100, Edina, MN 55435
83
Wealthminder
score

John Greenagel (CRD# 3018080) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 19 years of experience in the finance industry.

9
John L. Hause
CRD#: 2850420
7601 France Avenue South, Suite 100, Edina, MN 55435
83
Wealthminder
score

John Hause (CRD# 2850420) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 20 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.