Advisor at Tradition Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tradition Wealth Management LLC
Location
Edina, MN 55435
Credentials
Series 65
Industry experience
< 1 year
Joseph Hankinson is a financial advisor at Tradition Wealth Management LLC in Edina, MN. He holds a Series 65 designation and began his advisory role in 2025. Prior to joining Tradition Wealth Management, he worked at Echo Global Logistics and Octagon and has experience from his academic background at the University of New Hampshire. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach, including model portfolios and third-party manager programs, and offers 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
Tradition Wealth Management
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Echo Global Logistics
2024 - 2025 (1 year)
Octagon
2022 - 2024 (2 years)
University of New Hampshire
2019 - 2023 (4 years)
Da Beauty Hockey League
2016 - 2023 (7 years)
Holy Family Catholic High School
2015 - 2019 (4 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.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
CFA®
Minnetonka, MN
Longship Advisers, LLC
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
Series 63, Series 65
Savage, MN
Sword and Shield Solutions LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")