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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-05-26 |
| NH | RA | APPROVED | 2023-05-25 |
| TX | RA | APPROVED_RES | 2015-10-14 |
| MN | RA | APPROVED | 2014-01-31 |
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 |
|---|---|---|---|---|
| Concourse Financial Group Securities | Edina | MN | 07/2005 | 01/2025 |
| Tradition Wealth Management Llc | Edina | MN | 07/2005 | Present |
| Private Client Services | Edina | MN | 01/2025 | Present |
1) Tradition Wealth Management, LLC. 7601 France Ave S, Sute 100, Edina, MN 55435. RIA. 200 hrs/mo. 2) Tradition Wealth Management Insurance Agency. 7601 France Ave S, Sute 100, Edina, MN 55435. Fixed Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities. Offer fixed insurance products to clients as part of financial planning. 20 hrs/mo; Investment related. 3) Edina Community Foundation. 4801 W 50th St, Edina, MN 55424. On board of Directors for community foundation. Serve with 10 others on community foundation oversight. 5 hrs/mo; Not investment related. 4) Notary. 7601 France Avenue South #100, Edina, MN 55435. Notarize documents. 1 hr/mo; 1 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-17 |
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