Invested Better
Unclaimed

Unclaimed

Unclaimed

Benjamin M Johnson

Tradition Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Benjamin? Claim Your Profile

About Benjamin M Johnson

Benjamin M Johnson is a financial advisor in Edina, MN. Benjamin has been in the industry for over 27 years, working for several firms including J.W. Cole Financial, Inc. and Financial Advisers of America, LLC. Benjamin currently works at Tradition Wealth Management LLC and is registered as a broker and investment advisor in multiple states. Benjamin holds the Series 7, Series 63 and SIE licenses and offers a variety of services, including financial planning, pension consulting, and portfolio management. Benjamin is a strong proponent of 1031 exchanges and often provides consulting on this topic.

Firm Information

Benjamin Johnson is currently registered with Tradition Wealth Management LLC. 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Benjamin Johnson’s Registration & Firm History

MN

04/06/2023 - Present

Tradition Wealth Management LLC (EDINA MN)

MN

05/10/2013 - 03/21/2023

J.W. COLE FINANCIAL, INC. (WAYZATA MN)

MN

09/01/2009 - 05/10/2013

FINANCIAL ADVISERS OF AMERICA, LLC (WAYZATA MN)

MN

03/31/1999 - 08/31/2009

MUTUAL SERVICE CORPORATION (WAYZATA MN)

CA

09/01/1995 - 03/31/1999

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

Not sure if Benjamin M Johnson is right for you?

Licenses & Designations

BC

Issued 09/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin M Johnson.
Not sure if Benjamin M Johnson is right for you?