Tradition Wealth Management, LLC Employee Directory

Financial ServicesUnited States11-50 Employees

Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results.

We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally.

Advisory products and services offered by Investment Advisory Representatives through Tradition Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Tradition Wealth Management and Private Client Services are unaffiliated entities.

Find Tradition Wealth Management, LLC employees' phone numbers or email addresses

Tradition Wealth Management, LLC Global Highlights

North America
36

United States Of America
36

Tradition Wealth Management, LLC's Leadership

M. W.
Chief Compliance Officer
Mobile Phone
Email
C. S.
Owner
Mobile Phone
Email
B. J.
Investment Advisor, Partner
Mobile Phone
Email
C. D.
Owner
Mobile Phone
Email
J. M.
Director Of Retirement Plans
Mobile Phone
Email
J. T.
Private Wealth Advisor, Director Of Sports Management
Mobile Phone
Email
G. T.
Director Of Financial Planning & Investments
Mobile Phone
Email
M. S.
Information Technology Director
Mobile Phone
Email

Contact profiles from Tradition Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

R. H. C.
Advisor
Mobile Phone
Email
United StatesMinnesota
Nov 15, 2025
A. W.
Client Services
Mobile Phone
Email
United StatesMinnesota
Oct 22, 2025
K. S.
Finance & Marketing
Mobile Phone
Email
United StatesTexas
Oct 23, 2025
B. J.
Private Wealth Advisor
Mobile Phone
Email
United StatesMinnesota
Oct 26, 2025
C. R. H.
Advisor
Mobile Phone
Email
UNITED STATES
Oct 18, 2024
C. L.
Investment Advisor
Mobile Phone
Email
United StatesMinnesota
Aug 12, 2025
R. H.
Financial Planner
Mobile Phone
Email
Sep 22, 2025

Frequently Asked Questions

What is Tradition Wealth Management, LLC known for?

Tradition Wealth Management, LLC operates in the Financial Services industry. The company's main headquarters is located in 7601 France Avenue South Suite 100, Edina, Minnesota 55435, US. Explore Tradition Wealth Management, LLC's company overview page for more information.

What is Tradition Wealth Management, LLC's most common email format?

Tradition Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tradition Wealth Management, LLC email formats with LeadIQ.

How many employees does Tradition Wealth Management, LLC have currently?

Tradition Wealth Management, LLC has approximately 29 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Tradition Wealth Management, LLC's key employees and leadership?

As of December 2025, Tradition Wealth Management, LLC's key employees include:

Chief Compliance Officer: M. W.
Owner: C. S.
Investment Advisor, Partner: B. J.
Owner: C. D.
Director Of Retirement Plans: J. M.

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