Advisor at Tradition Wealth Management LLC
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Firm
Tradition Wealth Management LLC
Location
Edina, MN 55435
Credentials
CFP®, Series 63
Industry experience
30 years
Jon Michelizzi is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Tradition Wealth Management LLC in Edina, MN, having previously worked at Voya Financial and Concourse Financial Group Securities Inc. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations by providing portfolio management, financial planning, third-party manager selection, unified managed accounts, and retirement-plan advisory services. The firm utilizes a range of investment strategies and offers specialized services including 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)
(dba) TRADITION WEALTH MANAGEMENT
2023 - Present (3 years)
Concourse Financial Group Securities Inc
2023 - 2025 (2 years)
Voya Financial Partners
2015 - 2023 (8 years)
Voya Financial
2014 - 2023 (9 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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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
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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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