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Ryan T Haag

Tradition Wealth Management LLC

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About Ryan T Haag

Ryan Haag is a financial advisor with Tradition Wealth Management LLC located in Edina, Minnesota. Ryan has been in the financial services industry since 1993 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Ryan is also a Certified Financial Planner and a Chartered Financial Consultant, which demonstrates his commitment to ongoing education and professional development. Ryan is registered to provide investment advisory services in Minnesota and Texas.

Firm Information

Ryan Haag 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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Ryan Haag’s Registration & Firm History

MN

05/24/2023 - Present

Tradition Wealth Management LLC (EDINA MN)

MN

07/18/2001 - 02/02/2021

LINCOLN FINANCIAL ADVISORS CORPORATION (EDINA MN)

IN

07/18/2001 - 04/01/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MN

01/01/1994 - 08/07/2001

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 12/31/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/28/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ryan T Haag. Review regulatory record here.
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