TRADITION WEALTH MANAGEMENT LLC

TRADITION WEALTH MANAGEMENT LLC of EDINA, MN is an SEC-registered investment adviser (CRD 128314). Regulatory assets under management: $2.6B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (18)

NameRoleLocation
Chadwick James SchumacherDIRECTOR—
Timothy Charles GundersonMEMBER—
John Leslie HauseMEMBER—
Bradley Allan JohnsonMEMBER—
Mark Sterling WalsinghamCHIEF COMPLIANCE OFFICER—
JOHNSON BROCK ALLANMEMBER—
SCHUMACHER CHADWICK JAMESDIRECTOR; DIRECTOR/CCO; DIRECTOR/CHIEF COMPLIANCE OFFICER—
GREENAGEL JOHN THOMASDIRECTOR—
REVAK CHRISTOPHER ROBINMEMBER—
ENEBAK THOMAS JACOBMEMBER; TRUSTEE—
HENDRIKSON ERIK GEORGEMEMBER; TRUSTEE—
HENDRIKSON LEAH DIANETRUSTEE—
ERPELDING JEFFREY THOMASMEMBER—
GUNDERSON TIMOTHY CHARLESMEMBER—
HAUSE JOHN LESLIEMEMBER—
SORENSEN CHRISTINE MARIEMEMBER—
HENDRIKSON ERIK GMEMBER—
Walsingham Mark SterlingCHIEF COMPLIANCE OFFICER—

Branch offices (3)

CityStateEmployeesPhone
WOODBURYMN2(952) 563-6506
SCOTTSDALEAZ29525636506
WAYZATAMN1952653651

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