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Carter Matthew Springer

Tradition Wealth Management LLC

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About Carter Matthew Springer

Carter Matthew Springer is a financial advisor with Tradition Wealth Management LLC. Carter has been in the financial services industry for over 2 years, and is registered as an Investment Advisor Representative with the state of Minnesota. Carter has Series 7TO, Series 66 and SIE securities licenses. Carter is a Certified Financial Planner. In addition to their role at Tradition Wealth Management LLC, Carter also works as an administrative assistant and investment advisory representative for (dba) Tradition Wealth Management. Carter has experience working in a variety of roles in the financial services industry, including positions at Concourse Financial Group Securities Inc, Brunswick Zone, Aspire Beverage Company, Lakeville North High School, Bay Equity Home Loans, Associated Benefits and Risk Consulting, University of Minnesota Duluth and Strapped LLC. Carter works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Carter offers a variety of financial planning services, including investment management, retirement planning, and estate planning.

Firm Information

Carter Springer 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.

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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.

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Carter Springer’s Registration & Firm History

MN

10/18/2021 - Present

Tradition Wealth Management LLC (EDINA MN)

MN

09/16/2021 - 12/31/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Edina MN)

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Licenses & Designations

BOTH

Issued 10/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carter Matthew Springer.
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