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Jon Michelizzi

Tradition Wealth Management LLC

Edina, MN

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Current Employers
Tradition Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-04-05
  • MN RA
    APPROVED
    Since 2023-04-05

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
Voya Financial Minneapolis MN 09/2014 03/2023
Voya Financial Partners Minneapolis MN 02/2015 03/2023
Concourse Financial Group Securities Inc Edina MN 03/2023 01/2025
(Dba) Tradition Wealth Management Edina MN 03/2023 Present
Private Client Services Edina MN 01/2025 Present
  • 09/2014 → 03/2023
    Voya Financial
    Minneapolis, MN
  • 02/2015 → 03/2023
    Voya Financial Partners
    Minneapolis, MN
  • 03/2023 → 01/2025
    Concourse Financial Group Securities Inc
    Edina, MN
  • 03/2023 → Present
    (Dba) Tradition Wealth Management
    Edina, MN
  • 01/2025 → Present
    Private Client Services
    Edina, MN
Other Businesses

1) Tradition Wealth Management. 7601 France Ave S, Sute 100, Edina, MN 55435. RIA. 160 hrs/mo; 160 during trading hrs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-11-23
  • S63 Uniform Securities Agent State Law Examination
    1994-11-23
Designations
Other Names
  • Jon Michael Michelizzi

View on SEC IAPD

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LEO CHRISTOPHER ARMS
JOSEPH ROBERT DOLAN
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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