Jack
Sowada
Tradition Wealth Management LLC
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About this Advisor
Jack Sowada is a financial advisor based in Minneapolis, Minnesota, working with Tradition Wealth Management LLC. Jack has previously held positions at Concourse Financial Group Securities Inc, (Dba) Tradition Wealth Management, Lpl Financial, Northwestern Mutual Investment Services, University Of St.Thomas, Wayzata Highschool, Carleton College, Jimmy Johns, and Wayzata Country Club. Jack has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Jack is part of Tradition Wealth Management LLC, which operates out of Minneapolis, Minnesota. The firm has 3 offices and 27 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Tradition Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tradition Wealth Management LLC Brokerage Details
$1,522,493,293
27
4,688
$324,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jack Sowada Work History
(Dba) Tradition Wealth Management
University Of St.Thomas
Concourse Financial Group Securities Inc
Lpl Financial
Northwestern Mutual Investment Services
Jimmy Johns
Carleton Collge
Wayzata Country Club
Wayzata Highschool
Disclosures
Please visit the SEC profile of Jack Sowada 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
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