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Mark Sterling Walsingham

Tradition Wealth Management LLC

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About Mark Sterling Walsingham

Mark Sterling Walsingham is a financial advisor with Tradition Wealth Management LLC. Mark has been in the financial industry since February 7, 2011. Mark is a registered Investment Advisor Representative in Minnesota. Mark holds licenses in Series 7, 24, 52, 53, 66, and SIE. Mark has experience in financial planning, pension consulting, and selection of other advisors. Tradition Wealth Management LLC specializes in providing financial advisory services to individuals, charitable organizations, corporations, and pension plans.

Firm Information

Mark Walsingham 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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Mark Walsingham’s Registration & Firm History

MN

09/29/2017 - Present

Tradition Wealth Management LLC (EDINA MN)

MN

02/04/2011 - 09/08/2017

GRADIENT SECURITIES, LLC (ARDEN HILLS MN)

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Licenses & Designations

BOTH

Issued 08/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/29/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Sterling Walsingham.
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