TrueAdvisor
TrueAdvisor
CL
CL

Christopher Leivermann

Tradition Wealth Management LLC
13 Years of Experience
Edina, MN
Sells Insurance
View SEC Summary
View SEC Summary

Christopher Leivermann is a registered investment advisor at Tradition Wealth Management LLC, based in Edina, MN, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 2,244 clients with $2.6B in assets under management.

Tradition Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
2,244 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Fees are negotiable and may vary by advisory representative based on experience or education. Accounts are aggregated for fee calculation purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7601 France Avenue South, Suite 100, Edina, MN, 55435

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher works as an investment advisor representative (IAR) for Tradition Wealth Management full-time. He also works as an independent insurance agent, selling life, disability, and long-term care insurance products a few hours per week. Christopher also holds Power of Attorney for his father.

Employment History
Current Registrations
Tradition Wealth Management LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Concourse Financial Group Securities, INC.Broker
July 2019 - December 2022 · 3 yrs 5 mos
Park Avenue Securities LLC
May 2014 - July 2019 · 5 yrs 2 mos
Park Avenue Securities LLCBroker
January 2014 - July 2019 · 5 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
May 2013 - November 2013 · 6 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Edina, MN →All financial advisors in Minnesota →