Best Investors Account Sign in
Current Employers
Tradition Wealth Management Llc

7601 France Avenue South Suite 100, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-11-26
  • MN RA
    APPROVED
    Since 2024-11-26

Branch Locations

7601 France Avenue South Suite 100, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concourse Financial Group Securities Inc Edina MN 04/2024 01/2025
Tradition Wealth Management Edina MN 01/2021 Present
Concourse Financial Group Securities Inc Edina MN 01/2021 01/2025
University Of St Thomas St Paul MN 09/2019 05/2023
Lakeville Public Schools (Hockey Coach) Lakeville MN 11/2021 Present
Legends Golf Course Prior Lake MN 09/2016 09/2020
Lakeville South High School Lakeville MN 09/2015 06/2019
Private Client Services Edina MN 01/2025 Present
  • 04/2024 → 01/2025
    Concourse Financial Group Securities Inc
    Edina, MN
  • 01/2021 → Present
    Tradition Wealth Management
    Edina, MN
  • 01/2021 → 01/2025
    Concourse Financial Group Securities Inc
    Edina, MN
  • 09/2019 → 05/2023
    University Of St Thomas
    St Paul, MN
  • 11/2021 → Present
    Lakeville Public Schools (Hockey Coach)
    Lakeville, MN
  • 09/2016 → 09/2020
    Legends Golf Course
    Prior Lake, MN
  • 09/2015 → 06/2019
    Lakeville South High School
    Lakeville, MN
  • 01/2025 → Present
    Private Client Services
    Edina, MN
Previous Registrations
  • 2024-11-25 → 2024-11-27
    Concourse Financial Group Securities, Inc.
    Edina, MN
Other Businesses

1) High School Hockey Coach. 8525 215th St W, Lakeville, MN 55044. Lakeville South boys hockey coach. Lakeville South JV head coach for boys hockey. Duties consist of: creating practice plans, watching film, and coaching the team. 50 hrs/mo; 0 during trading hrs. Not investment related. 2) Tradition Wealth Management, LLC. 7601 Ave S, Ste 100, Edina, MN 55435. RIA. 160 hrs/mo; 130 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-25
  • S66 Uniform Combined State Law Examination
    2024-11-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Edina, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor