Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
1031 exchange consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
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