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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Dba - Tradition Wealth Management | Edina | MN | 06/2008 | Present |
| Concourse Financial Group Securities ( Fka Proequities, Inc.) | Bloomington | MN | 05/2013 | 01/2025 |
| Private Client Services | Wayzata | MN | 01/2025 | Present |
1) Tradition Wealth Management Insurance Agency, LLC. 7601 France Ave S, Sute 100, Edina, MN 55435. TWM insurance is used for life insurance needs. Agent; analyzing clients insurance needs and writing insurance business. Primarily term insurance. 1 hr/mo; 1 during trading hrs. Not investment related. 2) Tradition Wealth Management, LLC. 7601 France Ave S, Sute 100, Edina, MN 55435. RIA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-04 |
| S66 | Uniform Combined State Law Examination | 2007-06-04 |
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