Best Investors Account Sign in
Inactive

Carter Matthew Springer

Tradition Wealth Management LLC

Edina, MN

Claim This Profile
Current Employers
Tradition Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-10-18
  • MN RA
    APPROVED
    Since 2021-10-18

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 Minneapolis MN 08/2021 12/2022
(Dba) Tradition Wealth Management Minneapolis MN 07/2021 Present
Concourse Financial Group Securities Inc Minneapolis MN 07/2021 Present
Lakeville North High School Lakeville MN 09/2013 06/2017
Bay Equity Home Loans Lakeville MN 06/2017 05/2018
Associated Benefits And Risk Consulting Minnetonka MN 06/2018 08/2018
University Of Minnesota Duluth Duluth MN 08/2017 05/2021
Strapped Llc Lakeville MN 06/2019 08/2021
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-18
  • S66 Uniform Combined State Law Examination
    2021-10-18
Designations

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