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).

By the Numbers
  • Total Assets Under Management
    1,522
    MILLION
  • Total Number of Accounts
    4,688
    ACCOUNTS
  • Average Account Value
    $324,764
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Tradition Wealth Management LLC
Showing 1 - 10 of 19 top financial advisors.
1
David C. Anderson
CRD#: 2693817
7601 France Avenue South, Suite 100, Edina, MN 55435

David Anderson (CRD# 2693817) 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.

2
Timothy C. Gunderson
CRD#: 4358442
7601 France Avenue South, Suite 100, Edina, MN 55435

Timothy Gunderson (CRD# 4358442) 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.

3
Ryan T. Haag
CRD#: 2432783
7601 France Avenue South, Suite 100, Edina, MN 55435

Ryan Haag (CRD# 2432783) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 30 years of experience in the finance industry.

4
John L. Hause
CRD#: 2850420
7601 France Avenue South, Suite 100, Edina, MN 55435

John Hause (CRD# 2850420) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 26 years of experience in the finance industry.

5
Benjamin M. Johnson
CRD#: 2646750
7601 France Avenue South, Suite 100, Edina, MN 55435

Benjamin Johnson (CRD# 2646750) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 28 years of experience in the finance industry.

6
Bradley A. Johnson
CRD#: 2258491
7601 France Avenue South, Suite 100, Edina, MN 55435

Bradley Johnson (CRD# 2258491) 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
Christopher Leivermann
CRD#: 6054424
7601 France Avenue South, Suite 100, Edina, MN 55435

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.

8
Herbert L. Lewis
CRD#: 864941
7616 Currell Boulevard, Suit 110, Woodbury, MN 55125

Herbert Lewis (CRD# 864941) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Woodbury, MN and has over 37 years of experience in the finance industry.

9
Eric J. Peyton
CRD#: 1924639
7601 France Avenue South, Suite 100, Edina, MN 55435

Eric Peyton (CRD# 1924639) 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.

10
Chadwick J. Schumacher
CRD#: 2386491
7601 France Avenue South, Suite 100, Edina, MN 55435

Chadwick Schumacher (CRD# 2386491) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Edina, MN and has over 30 years of experience in the finance industry.

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