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Gregory Allen Trebil

Tradition Wealth Management LLC

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About Gregory Allen Trebil

Gregory Trebil is a financial advisor with Tradition Wealth Management LLC. Gregory has been in the financial services industry since 1998. Gregory is registered with the state of Minnesota and holds the Series 7 and Series 66 licenses. Gregory has a Certified Financial Planner designation. Gregory specializes in providing financial planning, investment management, and 1031 exchange consulting services. Gregory has experience working with individuals, families, businesses, and charitable organizations.

Firm Information

Gregory Trebil 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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Gregory Trebil’s Registration & Firm History

MN

08/25/2017 - Present

Tradition Wealth Management LLC (EDINA MN)

MN

11/26/2013 - 03/08/2017

MORGAN STANLEY (MINNEAPOLIS MN)

MN

03/22/1999 - 09/02/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/22/1999 - 09/02/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

11/10/1998 - 01/28/1999

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Allen Trebil.
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