TRADITION WEALTH MANAGEMENT LLC

EDINA, Minnesota·7 registered advisors·CRD# 128314
SEC# 801-626663952-563-6500
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRADITION WEALTH MANAGEMENT LLC

7 registered advisors
Bradley Allan Johnson
EDINA, Minnesota
Chadwick James Schumacher
EDINA, Minnesota
Christine Marie Sorensen
EDINA, Minnesota
John Leslie Hause
EDINA, Minnesota
John Thomas Greenagel
EDINA, Minnesota
Mark Sterling Walsingham
EDINA, Minnesota
Timothy Charles Gunderson
EDINA, Minnesota
05

Office Locations

EDINA, Minnesota
7 advisors

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Data sourced from SEC Form ADV filings. TRADITION WEALTH MANAGEMENT LLC (CRD# 128314) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.