Unclaimed Profile

Timothy Charles Gunderson

TRADITION WEALTH MANAGEMENT LLC·EDINA, Minnesota

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record12 years registeredTRADITION WEALTH MANAGEMENT LLC

7601 FRANCE AVENUE SOUTH, EDINA, MN 55435CRD# 4358442Firm CRD# 128314

Profile Verification

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

Identity

Timothy Charles Gunderson · EDINA, MN

Registration

CRD #4358442 · TRADITION WEALTH MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

TRADITION WEALTH MANAGEMENT LLC

Jan 2014 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · January 31, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Timothy Charles Gunderson offer?

Timothy Charles Gunderson specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.

What are Timothy Charles Gunderson's credentials?

Timothy Charles Gunderson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Charles Gunderson located?

Timothy Charles Gunderson 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 Timothy Charles Gunderson charge for services?

Timothy Charles Gunderson'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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