AdvisorOS Directory
Claim Profile
MW

Mark Sterling Walsingham

TRADITION WEALTH MANAGEMENT LLC·EDINA, Minnesota
Unclaimed Profile
7601 FRANCE AVENUE SOUTH, EDINA, MN 55435CRD# 5541403Firm CRD# 128314
01

About

Mark Sterling Walsingham is a registered financial advisor based in EDINA, Minnesota, affiliated with TRADITION WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRADITION WEALTH MANAGEMENT LLC
TRADITION WEALTH MANAGEMENT LLC
AUM
$1.5B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at TRADITION WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5541403
Firm CRD# 128314
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EDINA?

Browse all registered financial advisors in EDINA, Minnesota or claim this profile if it's yours.

Browse EDINA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Sterling Walsingham offer?
Mark Sterling Walsingham specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Mark Sterling Walsingham's credentials?
Mark Sterling Walsingham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Sterling Walsingham located?
Mark Sterling Walsingham is based in EDINA, Minnesota, working with TRADITION WEALTH MANAGEMENT LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Mark Sterling Walsingham charge for services?
Mark Sterling Walsingham'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EDINA
Gregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Ryan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile