Carter Matthew Springer

Employer firm

Tradition Wealth Management LLC CRD 128314

$2.60B regulatory AUM 162 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 1031 EXCHANGE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 12/2022
  Concourse Financial Group Securities Inc
  Minneapolis, MN
• 07/2021 → Present
  (Dba) Tradition Wealth Management
  Minneapolis, MN
• 07/2021 → Present
  Concourse Financial Group Securities Inc
  Minneapolis, MN
• 09/2013 → 06/2017
  Lakeville North High School
  Lakeville, MN
• 06/2017 → 05/2018
  Bay Equity Home Loans
  Lakeville, MN
• 06/2018 → 08/2018
  Associated Benefits And Risk Consulting
  Minnetonka, MN
• 08/2017 → 05/2021
  University Of Minnesota Duluth
  Duluth, MN
• 06/2019 → 08/2021
  Strapped Llc
  Lakeville, MN

Other Businesses

(dba) TRADITION WEALTH MANAGEMENT; Investment Related; 7601 France Avenue South, Ste 100, Minneapolis, MN 55435; Financial Services; Investment Advisory Representative (Start Date 10/2021); 160 hours, more or less, per month with the majority of hours per month occurring during trading hours; TRADITION WEALTH MANAGEMENT INSURANCE AGENCY; Investment Related: 7601 France Avenue South, Suite 100, Edina, MN 55435; Fixed Insurance; Insurance Agent; Start Date 07/2021; 10 hours per month. >>

Exams

• S66 Uniform Combined State Law Examination
  2021-10-18

Designations

• Certified Financial Planner