Financial ADVSR advisor directory · SEC adviser records
Tradition Wealth Management LLC financial advisors in Edina, MN
Every SEC-registered investment adviser representative at a Tradition Wealth Management LLC office in Edina, A to Z.
21 registered advisors work at Tradition Wealth Management LLC in Edina, out of 22 at the firm nationwide; it ranks number 8 in the city by advisors. 5 list the CFP designation and 14 are also registered broker representatives.
Tradition Wealth Management LLC advisors in Edina, A to Z
Every Tradition Wealth Management LLC advisor →- David C. AndersonAlso a broker rep
- Maxwel D. FaganAlso a broker rep
- Julie A. GreyChartered Financial Analyst
- Timothy C. GundersonCertified Financial Planner · Also a broker rep
- Ryan T. HaagCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- John L. HauseAlso a broker rep
- Benjamin M. JohnsonAlso a broker rep
- Bradley A. JohnsonAlso a broker rep
- William B. JohnsonAlso a broker rep
- Christopher LeivermannInvestment adviser rep
- Jon MichelizziCertified Financial Planner · Also a broker rep
- Joseph MichelizziInvestment adviser rep
- Eric J. PeytonAlso a broker rep
- Tristan PeytonInvestment adviser rep
- Chadwick J. SchumacherAlso a broker rep
- Tucker R. SchumacherAlso a broker rep
- Jack SowadaInvestment adviser rep
- Carter M. SpringerCertified Financial Planner
- Jacob T. TaylorInvestment adviser rep
- Gregory A. Trebil Jr.Certified Financial Planner · Also a broker rep
- Mark S. WalsinghamAlso a broker rep
Tradition Wealth Management LLC advisors in every city and state →Tradition Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tradition Wealth Management LLC advisors in other cities
Other firms in Edina
All Edina advisors →Ameriprise Financial Services, LLC 144RBC Capital Markets, LLC 39LPL Financial LLC 33Strategic Advisers LLC 31Cetera Investment Advisers LLC 28Charles Schwab & Co., Inc. 24Robert W. Baird & Co. Incorporated 22Punch & Associates Investment Management, Inc. 16Schwab Wealth Advisory, Inc. 15Osaic Wealth, Inc. 14Valic Financial Advisors, Inc. 14Eagle Strategies LLC 10
Questions
How many financial advisors does Tradition Wealth Management LLC have in Edina?
21 investment adviser representatives are registered at Tradition Wealth Management LLC offices in Edina, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 5 list the CFP designation and 14 are also registered as broker representatives.
Is Tradition Wealth Management LLC one of the largest advisor employers in Edina?
Tradition Wealth Management LLC ranks number 8 in Edina by registered advisors; Ameriprise Financial Services, LLC has the most, with 144.
How do I check a Tradition Wealth Management LLC advisor in Edina?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Tradition Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.