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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-17 |
Branch Locations
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Octagon | Edina | MN | 06/2022 | 06/2024 |
| Da Beauty Hockey League | Edina | MN | 07/2016 | 08/2023 |
| Echo Global Logistics | Chicago | IL | 06/2024 | 05/2025 |
| Tradition Wealth Management | Edina | MN | 11/2025 | Present |
| Holy Family Catholic High School | Victoria | MN | 09/2015 | 05/2019 |
| University Of New Hampshire | Durham | NH | 09/2019 | 05/2023 |
| Unemployed | Hopkins | MN | 05/2025 | 11/2025 |
TRADITION WEALTH MANAGEMENT; Investment Related; 7601 France Avenue S, Suite 100, Edina MN 55435; Financial Planning & Investment Management; Financial Adviser; Start Date 12/2025; 160 hours per month; Investment management, financial planning. >>TRADITION WEALTH MANAGEMENT INSURANCE AGENCY LLC; Investment Related; 7601 France Avenue S, Suite 100, Edina MN 55435; Fixed Insurance; Insurance Agent; Start Date 12/2025; 5 hours per month during trading hours; Sales and service of fixed insurance products. >>TRADITION SPORTS MANAGEMENT; Investment Related; Edina, MN 55435; DBA; Financial Advisor; Start Date 12/2025; 160 hours per month; This is an additional dba name for Tradition Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
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