Christopher
Leivermann
Tradition Wealth Management LLC
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About this Advisor
Christopher Leivermann is a financial advisor based out of Minneapolis, Minnesota, who has 4 years of relevant experience. Leivermann is an advisor for Tradition Wealth Management LLC. Over the course of their career, they have held roles at Northwestern Mutual Investment Services, LLC, University Of St. Thomas, Guardian, Park Ave Securities, Guardian Life Insurance, Park Avenue Securities, Concourse Financial Group Securities Inc and (Dba) Tradition Wealth Management. Leivermann maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Tradition Wealth Management LLC is a financial advisory firm that has its headquarters in Minneapolis, MN. The firm has offices in two locations and a total of 26 financial advisors. It handles $1 billion in total assets among its 4,058 client accounts, making it one of the larger firms in the United States by assets under management. The firm serves 25 charities and foundations. Of its 4,058 client accounts, 18% belong to high-net-worth investors who have at least $1 million in assets available to invest. Tradition Wealth Management LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management typically are based on which service is provided. However, fees billed by Tradition Wealth Management LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tradition Wealth Management LLC Brokerage Details
$1,092,428,268
26
4,058
$269,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Christopher Leivermann Work History
Christopher has been registered as a financial advisor for 4 years.*
(Dba) Tradition Wealth Management
Concourse Financial Group Securities Inc
Guardian Life Insurance
Park Avenue Securities
Park Ave Securities
Northwestern Mutual Investment Services, LLC
Guardian
University Of St. Thomas
*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 Christopher Leivermann 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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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