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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-09 |
| TX | RA | APPROVED_RES | 2015-08-13 |
| MN | RA | APPROVED | 2014-01-31 |
Branch Locations
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
7616 Currell Blvd Suite 110, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Traditional Wealth Management | Edina | MN | 03/2004 | Present |
| Concourse Financial Group Securities Inc | Edina | MN | 07/2004 | 01/2025 |
| Private Client Services | Woodbury | MN | 01/2025 | Present |
1) Tradition Wealth Management, LLC. 7601 France Ave S, Sute 100, Edina, MN 55435. RIA. Partner. 40 hrs/mo; 40 during trading hrs. 2) TWM insurance. 7601 France Ave S, Sute 100, Edina, MN 55435. Sale of life, LTC and Disability insurance. Owner of company and producer. 1 hr/mo; 1 during trading hrs. Investment related. 3) TWM Sports Management. 7601 France Ave S, Sute 100, Edina, MN 55435. Management of client assets. Owner and producer. 1 hr/mo; 1 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-01 |
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