Advisor at Tradition Wealth Management LLC
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Firm
Tradition Wealth Management LLC
Location
Edina, MN 55435
Credentials
Series 63
Industry experience
26 years
Christine Sorensen is a financial advisor at Tradition Wealth Management LLC with 26 years of industry experience. She holds a Series 63 designation and has worked at Tradition Wealth Management since 2003, with prior experience at Concourse Financial Group Securities Inc and Cambridge Investment Research, Inc. Sorensen also serves as Director of Operations and Client Service Manager at Tradition Wealth Management. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, third-party manager selection, and retirement-plan advisory services. The firm uses a variety of investment strategies including model portfolios, ETFs, and alternative investments, and provides 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
Private Client Services
2025 - Present (1 year)
Concourse Financial Group Securities Inc
2004 - 2025 (21 years)
Tradition Wealth Management
2003 - Present (23 years)
Cambridge Investment Research, Inc.
2003 - 2024 (21 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
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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