Unclaimed Profile

John Thomas Greenagel

TRADITION WEALTH MANAGEMENT LLC·EDINA, Minnesota

SIE, Series 7, Series 63, Series 6524 years registeredTRADITION WEALTH MANAGEMENT LLC

7601 FRANCE AVENUE SOUTH, EDINA, MN 55435CRD# 3018080Firm CRD# 128314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Thomas Greenagel · EDINA, MN

Registration

CRD #3018080 · TRADITION WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRADITION WEALTH MANAGEMENT LLC

TRADITION WEALTH MANAGEMENT LLC

Jan 2014 – May 2018

EDINA, MN

TRADITION WEALTH MANAGEMENT LLC

May 2004 – Dec 2004

EDINA, MN

CAMBRIDGE INVESTMENT RESERARCH, INC.

Mar 2003 – Aug 2004

EDINA, MN

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nov 2001 – Mar 2003

WAYZATA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 3, 2001

Years registered · 24

Disclosure History

2004Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRADITION WEALTH MANAGEMENT LLC

CRD 128314 · SEC 801-62666

AUM

$1.5B

Regulatory assets under management

Employees

4,688 client accounts

Services offered by TRADITION WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRADITION WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does John Thomas Greenagel offer?

John Thomas Greenagel specializes in Financial Planning, Investment Management.

What are John Thomas Greenagel's credentials?

John Thomas Greenagel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Thomas Greenagel located?

John Thomas Greenagel is based in EDINA, Minnesota, last registered with TRADITION WEALTH MANAGEMENT LLC.

How does John Thomas Greenagel charge for services?

John Thomas Greenagel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRADITION WEALTH MANAGEMENT LLC?

TRADITION WEALTH MANAGEMENT LLC has approximately 27 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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