Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Bracken Sowada is a financial advisor with Tradition Wealth Management LLC. Jack has been in the industry for several years, beginning their career at Concourse Financial Group Securities, Inc. Jack has a combined Series 66 and Series 7 registration and holds the SIE. Jack primarily works with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Tradition Wealth Management LLC is a firm located in Edina, Minnesota. They offer advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm also provides 1031 exchange consulting services.
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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MN
03/14/2020 - Present
Tradition Wealth Management LLC (EDINA MN)
MN
12/10/2019 - 12/31/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Edina MN)
BOTH
Issued 03/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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