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William Bradley Johnson

Tradition Wealth Management LLC

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About William Bradley Johnson

William Bradley Johnson is an investment advisor representative affiliated with Tradition Wealth Management LLC. William is licensed to provide investment advice in Minnesota and is actively registered as a Registered Representative and Investment Advisor Representative. William has experience in the industry since 2022 and is dedicated to providing a range of advisory services to clients.

Firm Information

William Johnson 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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William Johnson’s Registration & Firm History

MN

06/05/2024 - Present

Tradition Wealth Management LLC (EDINA MN)

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Licenses & Designations

BOTH

Issued 06/04/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/12/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Bradley Johnson.
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