Chadwick James Schumacher

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

• 07/2004 → 01/2025
  Concourse Financial Group Securities Inc
  Edina, MN
• 02/2004 → Present
  (Dba) Tradition Wealth Management, Llc
  Edina, MN
• 03/2003 → Present
  Tradition Wealth Management, Llc
  Edina, MN
• 01/2025 → Present
  Private Client Services
  Edina, MN

Other Businesses

(dba) TRADITION WEALTH MANAGEMENT LLC; Investment Related; 7601 France Avenue South, Suite 100, Edina, MN 55435; Financial Planning and Securities; Managing Director; Start Date 03/2003; 170 hours per month. >> TRADITION WEALTH MANAGEMENT INSURANCE AGENCY; Investment Related: 7601 France Avenue South, Suite 100, Edina, MN 55435; Insurance; Managing Director; Start Date 03/2003; 10 hours per month. >> LOU NANNE'S STEAKHOUSE; Non-Investment Related; 7601 France Avenue, Edina, MN 55435; Restaurant; Passive Investor; Start Date 09/2015; No hours per month; Passive investor in a steakhouse restaurant. >> CHAD SCHUMACHER NOTARY; Non-Investment Related; 7601 France Avenue South, Suite 100, Edina, MN 55435; Notary; Notary; Start Date 09/2017; Notarize documents. >> TRADITION SPORTS MANAGEMENT; Investment Related; 7601 France Avenue South, Suite 100, Edina, MN 55435; Investments; Managing Director; Start Date 09/2019; 10 hours per month with 2 of those hours per month occurring during trading hours; An additional name for our TWM (Tradition Wealth Management) entity. >> BIG T FOUNDATION; Non-Investment Related; 16972 Brandtjen Farm Drive, Lakeville, MN 55044; Non-Profit; Board Member; Start Date 04/2021; 1-2 hours per month with those hours per month occurring during trading hours; As a board member I help to analyze which charities will receive funds for various causes; meetings are held quarterly. >> POA; Investment Related; Residence; Other; Power of Attorney (POA); 1) Start Date 10/2019; No hours per month; Listed as Power of Attorney for my father's account. 2) Start Date 08/2023; No hours; Authorized to act as Power of Attorney for my father. >> 1776 OWENS FOUNDATION; Non-Investment Related; 1 Grieve Glen Lane, Sunfish Lake, MN 55118; Foundation; Board Member; Start Date 08/2023; 2 hours per month; Assist in deciding which grants may be requested to properly honor our military veterans, police officers, and firefighters. >> NOTARY; Non-Investment Related; Edina, MN; Other; Notary; Start Date 01/2023; 1 hour per month with that 1 hour occurring during trading hours; General notary services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-24
• S63 Uniform Securities Agent State Law Examination
  1994-02-10