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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-05 |
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 |
|---|---|---|---|---|
| Tradition Wealth Management | Edina | MN | 01/2022 | Present |
| Tradition Wealth Management Insurance Agency | Edina | MN | 01/2022 | 06/2024 |
| Concourse Financial Group Securities Inc | Edina | MN | 01/2022 | 08/2023 |
| Concourse Financial Group Securities Inc | Edina | MN | 08/2023 | 01/2025 |
| University Of St. Thomas | St. Paul | MN | 06/2020 | 05/2024 |
| Edina Public Schools | Edina | MN | 08/2013 | 05/2020 |
| Interlachen Country Club | Edina | MN | 04/2016 | 09/2021 |
| Private Client Services | Edina | MN | 01/2025 | Present |
1) Tradition Wealth Management Insurance Agency. 7601 France Ave S Ste 100, Edina, MN 55435. Solicit and manage fixed life insurance business. Insurance agent, manage existing policies for myself and other agents. Sell new business. 10 hrs/mo; 8 during trading hrs. Not investment related. 2) Tradition Wealth Management. 7601 France Ave S Ste 100, Edina, MN 55435. RIA. 200 hrs/mo; 130 during trading hrs. 3) Notary. 7601 France Ave S Suite 100, Edina, MN 55435. Notary services offered to help facilitate paperwork. No fees are charged and not advertised besides people asking. Sign as a notary, about 1x per month. 1 hr/mo; 1 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
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