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Christopher Leivermann

Tradition Wealth Management LLC

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About Christopher Leivermann

Christopher Leivermann is an investment advisor representative with Tradition Wealth Management LLC in Edina, Minnesota. Christopher has been working in the financial services industry since May 2013. Christopher has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. Christopher is licensed in Minnesota as an Investment Advisor Representative.

Firm Information

Christopher Leivermann 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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Christopher Leivermann’s Registration & Firm History

MN

07/17/2019 - Present

Tradition Wealth Management LLC (EDINA MN)

MN

07/15/2019 - 12/31/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Edina MN)

MN

01/29/2014 - 07/18/2019

PARK AVENUE SECURITIES LLC (EDINA MN)

MN

05/01/2013 - 11/26/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)

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Licenses & Designations

IA

Issued 04/19/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/30/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Leivermann.
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