Joseph Michelizzi

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

• 09/2015 → 09/2016
  Oak Point Elementary
  Eden Prairie, MN
• 09/2016 → 09/2017
  Central Middle School
  Eden Prairie, MN
• 09/2017 → 09/2018
  Breakaway Academy
  Chaska, MN
• 09/2018 → 05/2022
  Southwest Christian High School
  Chaska, MN
• 06/2020 → 03/2022
  Jimmy Johns
  Chanhassen, MN
• 06/2021 → 07/2023
  Minnesota Valley Country Club
  Bloomington, MN
• 09/2022 → 12/2024
  Grand Canyon University
  Phoenix, AZ
• 01/2025 → 04/2025
  V3 Electric
  Rancho Cucamonga, CA
• 04/2025 → 08/2025
  Freedom Forever
  Rancho Cucamonga, CA
• 08/2025 → Present
  Tradition Wealth Management
  Edina, MN
• 06/2024 → 08/2024
  Jb Mulch
  Eden Prairie, MN
• 12/2025 → Present
  Private Client Services
  Edina, MN

Exams

• S66 Uniform Combined State Law Examination
  2026-02-19

Other Names

• Joseph Thomas Michelizzi