Jon
Michelizzi
Tradition Wealth Management LLC
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About this Advisor
Jon Michelizzi is a certified financial planner working out of Minneapolis, Minnesota. Michelizzi works at Tradition Wealth Management LLC. Over the course of their career, Michelizzi has held roles at Ing, Ing Financial Partners, Inc, Voya Financial, Voya Financial Partners, Voya Financial Advisors, (Dba) Tradition Wealth Management and Concourse Financial Group Securities Inc. Michelizzi holds a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Minnesota. Tradition Wealth Management LLC is a business that has its headquarters in Minneapolis, MN. The firm has offices in two locations and a total of 26 advisors. It manages $1 billion in assets across its 4,058 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves 25 charitable organizations. Of its 4,058 accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a broad array of services, including 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 typically vary depending on which services the firm provides the client. However, fee types charged by Tradition Wealth Management LLC most likely include any combination 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,092,428,268
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
26
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4,058
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$269,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jon Michelizzi Work History
Jon has been registered as a financial advisor for 0 years.*
(Dba) Tradition Wealth Management
Concourse Financial Group Securities Inc
Voya Financial Partners
Voya Financial
Voya Financial Advisors
Ing Financial Partners, Inc
Ing
*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 Jon Michelizzi 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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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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