Chadwick
Schumacher

Tradition Wealth Management LLC

CRD#2386491
Investment Advisor
in Minneapolis, MN

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About this Advisor

Chadwick Schumacher is a financial advisor operating out of Minneapolis, Minnesota with 9 years of relevant experience. Schumacher is an employee of Tradition Wealth Management LLC. During their career, Schumacher has held roles at Concourse Financial Group Securities (Fka Proequities, Inc), (Dba) Tradition Wealth Management, LLC and Tradition Wealth Management, LLC. Schumacher holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota and Texas. Tradition Wealth Management LLC is a registered investment firm that has its headquarters in Minneapolis, MN. The firm has offices in two locations and a total of 26 advisors. It controls $1 billion in assets across its 4,058 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves 25 charitable organizations. Of its 4,058 client accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Tradition Wealth Management LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually are based on the services offered. However, fees billed by Tradition Wealth Management LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7601 France Avenue South Suite 100
Minneapolis, MN 55435

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Tradition Wealth Management LLC Brokerage Details

Total Assets Under Management

$1,092,428,268

MN Average: $5,289,111,388
Total Number of Employees

26

MN Average: 157
Total Number of Accounts

4,058

MN Average: 8,262
Average Account Size

$269,204

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Chadwick Schumacher Work History

Chadwick has been registered as a financial advisor for 9 years.*

2004 - Present (20 years)

Concourse Financial Group Securities (Fka Proequities, Inc)

2004 - Present (20 years)

(Dba) Tradition Wealth Management, LLC

2003 - Present (21 years)

Tradition Wealth Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chadwick Schumacher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tradition Wealth Management LLC

Robert Anderson
Minneapolis, MN
Eric Peyton
Minneapolis, MN
Jacob Taylor
Minneapolis, MN
Mark Walsingham
Minneapolis, MN
Cory Carlson
Minneapolis, MN
Carter Springer
Minneapolis, MN
Christopher Leivermann
Minneapolis, MN
Gregory Trebil
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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