Advisor at Tradition Wealth Management LLC
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Firm
Tradition Wealth Management LLC
Location
Edina, MN 55435
Credentials
CFP®, Series 66
Industry experience
4 years
Carter Springer is a CFP® and Series 66-registered advisor with Tradition Wealth Management LLC, based in Edina, MN. He has four years of industry experience, including prior roles at Concourse Financial Group Securities Inc and Strapped LLC. His background also includes work in financial services support and investment advisory functions. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations by providing portfolio management, financial planning, third-party manager selection, and retirement-plan advisory services. The firm’s investment approach includes diversified asset management, alternative investments, and specialized services such as 1031 exchange consulting and ERISA fiduciary roles.
Based on Tradition Wealth Management LLC
Based on Tradition Wealth Management LLC
Fixed fees up to $50,000 for financial planning
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001+: 1.50%
Commissions and 12b-1 fees may be received for implementation of products; registered reps may receive commissions through PCS
Up to $300 per hour
Minimum fee: Initial setup fee up to $500 one-time fee Fee-only: Fixed fees up to $50,000; hourly fees up to $300 per hour
7601 France Avenue South, Suite 100
Edina, MN 55435
Minnesota
Concourse Financial Group Securities Inc
2021 - 2022 (1 year)
Concourse Financial Group Securities Inc
2021 - Present (5 years)
(dba) Tradition Wealth Management
2021 - Present (5 years)
Strapped LLC
2019 - 2021 (2 years)
Associated Benefits and Risk Consulting
2018 - 2018 (1 year)
University of Minnesota Duluth
2017 - 2021 (4 years)
Bay Equity Home Loans
2017 - 2018 (1 year)
Aspire Beverage Company
2015 - 2016 (1 year)
Lakeville North High School
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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