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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-14 |
| TX | RA | APPROVED_RES | 2004-11-01 |
Branch Locations
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
55 5Th Street East Suite 314, St. Paul, MN 55101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tradition Wealth Management | Woodbury | MN | 03/2003 | Present |
| Concourse Financial Group Securities Inc | Woodbury | 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. 40 hrs/mo; 40 during trading hrs. 2) TWM Insurance. 7601 France Ave S, Sute 100, Edina, MN 55435. Purchasing of insurance. Owner/producer. 2 hrs/mo; 2 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-30 |
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