Best Investors
Account
Sign in
Best Investors
Account
Sign in
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-24 |
| MN | RA | APPROVED | 2021-02-01 |
Branch Locations
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Edina | MN | 07/2001 | 01/2021 |
| Concourse Financial Group Securities Inc | Edina | MN | 02/2021 | 01/2025 |
| (Dba) Tradition Wealth Management | Edina | MN | 02/2021 | Present |
| Private Client Services | Edina | MN | 01/2025 | Present |
1) Fixed insurance, life settlements, Ryan T Haag Financial LLC. 7601 France Ave S, Sute 100, Edina, MN 55435. Assist clients with fixed life insurance, life settlements and I have an LLC for compensation from Tradition Wealth Management. Advisor. 5 hrs/mo; 5 during trading hrs. Not investment related. 2) Tradition Wealth Management. 7601 France Ave S, Sute 100, Edina, MN 55435. RIA. 200 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-23 |
Reach out to this advisor