Advisor at Tradition Wealth Management LLC
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Firm
Tradition Wealth Management LLC
Location
Woodbury, MN 55125
Credentials
Series 63, Series 65
Industry experience
46 years
Herbert Lewis is a financial advisor with Tradition Wealth Management LLC in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Concourse Financial Group Securities Inc., Regulus Advisors, LLC, and Regal Investment Advisors LLC. He has also been involved with Benefit Designers LLC since 1979. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach including model portfolios, third-party manager programs, and alternative investments, with 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
7616 Currell Boulevard, Suit 110
Woodbury, MN 55125
Minnesota
Private Client Services
2025 - 2025 (1 year)
Tradition Wealth Management (DBA)
2018 - Present (8 years)
Concourse Financial Group Securities Inc.
2018 - 2025 (7 years)
Regulus Advisors, LLC
2015 - 2018 (3 years)
Regal Investment Advisors LLC
2011 - 2018 (7 years)
Benefit Designers LLC
1979 - Present (47 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
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