Investment adviser representative · Tradition Wealth Management LLC
Carter M. Springer
CRD 7415768 · Edina, MN
At a glance
Carter M. Springer is an investment adviser representative with Tradition Wealth Management LLC in Edina, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carter’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Tradition Wealth Management LLCSince October 2021Edina, MN · $2.6B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.