Tradition Wealth Management LLC
Tradition Wealth Management LLC (CRD# 128314) is a financial advisory firm headquartered in Edina, MN. They manage $1,522,493,293 in 4,688 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management1,522MILLION
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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
Christine Sorensen (CRD# 3184566) 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.
Jacob Taylor (CRD# 6402410) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 9 years of experience in the finance industry.
Gregory Trebil (CRD# 2457201) 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.
Mark Walsingham (CRD# 5541403) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 12 years of experience in the finance industry.
Cory Carlson (CRD# 6653655) 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.
Julie Grey (CRD# 2676339) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has 1 year of experience in the finance industry.
Jon Michelizzi (CRD# 2535698) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 29 years of experience in the finance industry.
Jack Sowada (CRD# 6796330) 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.
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.