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Tradition Wealth Management LLC

Headquartered in EDINA, MN

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Firm Information

Tradition Wealth Management LLC is an investment advisory firm headquartered in Edina, Minnesota, with a focus on providing financial planning and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also offers 1031 exchange consulting services. With over 15 years of experience, Tradition Wealth Management has built a strong reputation for delivering personalized, tailored solutions to meet the unique needs of its clients. The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals through a collaborative and transparent approach.

Tradition Wealth Management LLC

7601 FRANCE AVENUE SOUTH

EDINA, MN 55435

$1.52B

Assets Under Management

123

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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1031 exchange consulting

1031 exchange consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

TRADITION WEALTH MANAGEMENT LLC has a total of 4 branch locations across the country.
location

Woodbury, MN

location

Scottsdale, AZ

location

St. Paul, MN

location

EDINA, MN

Advisors at Tradition Wealth Management LLC

View All 18 Advisors
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Ryan T Haag

CFP®, CFC®, RA

EDINA, MN

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Gregory Allen Trebil

CFP®, RA

EDINA, MN

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Benjamin M Johnson

RA

EDINA, MN

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Tucker Rj Schumacher

RA

Edina, MN

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Jon Michelizzi

CFP®, RA

EDINA, MN

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Christine Marie Sorensen

RA

EDINA, MN

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Carter Matthew Springer

CFP®, RA

EDINA, MN

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Bradley Allan Johnson

RA

EDINA, MN

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Disclosures

There are no public disclosures for Tradition Wealth Management LLC.

Frequently Asked Questions (7)

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