Tradition Wealth Management LLC

Tradition Wealth Management LLC (CRD# 128314) is a financial advisory firm headquartered in Edina, MN. They manage $390,037,000 in 2,582 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    390
    MILLION
  • Total Number of Accounts
    2,582
    ACCOUNTS
  • Average Account Value
    $151,060
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, GA, IA, IL, MN, NE, NJ, SD, TX, WA, WI

Financial Advisors at Tradition Wealth Management LLC
Showing 1 - 10 of 12 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
David J. Flynn
CRD#: 2465150
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

David Flynn (CRD# 2465150) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 21 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 17 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
Eric J. Peyton
CRD#: 1924639
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Eric Peyton (CRD# 1924639) 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
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 24 years of experience in the finance industry.

7
Christine M. Sorensen
CRD#: 3184566
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Christine Sorensen (CRD# 3184566) 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.

8
Gregory A. Trebil
CRD#: 2457201
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Gregory Trebil (CRD# 2457201) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 4 years of experience in the finance industry. Gregory Trebil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Mark S. Walsingham
CRD#: 5541403
7601 France Avenue South, Suite 100, Edina, MN 55435
93
Wealthminder
score

Mark Walsingham (CRD# 5541403) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 6 years of experience in the finance industry.

10
Jacob T. Taylor
CRD#: 6402410
7601 France Avenue South, Suite 100, Edina, MN 55435
90
Wealthminder
score

Jacob Taylor (CRD# 6402410) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 3 years of experience in the finance industry.

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