Cory
Carlson
Tradition Wealth Management LLC
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About this Advisor
Cory Carlson is a financial advisor operating in Minneapolis, Minnesota who has 4 years of relevant experience. Carlson is an advisor for Tradition Wealth Management LLC. During their career, Carlson has held roles at Winona State University, Tradition Wealth Management, Proequities, Inc, Concourse Financial Group Securities (Fka Proequities, Inc) and Lakeville South High School. Carlson holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Minnesota. Tradition Wealth Management LLC is a financial advisory business based out of Minneapolis, MN. It has offices in two locations and a total of 26 financial advisors. It oversees $1 billion in assets across its 4,058 client accounts, making it one of the bigger firms in the nation by assets under management. The firm provides financial advisory services to 25 charities and foundations. Of its 4,058 accounts, 18% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Tradition Wealth Management LLC provides a broad assortment 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 services the firm provides the client. Fee types billed by Tradition Wealth Management LLC most likely are comprised of 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
Cory Carlson Work History
Cory has been registered as a financial advisor for 4 years.*
Tradition Wealth Management
Concourse Financial Group Securities (Fka Proequities, Inc)
Proequities, Inc
Winona State University
Lakeville South High School
*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 Cory Carlson 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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