Gregory A. Trebil

TRADITION WEALTH MANAGEMENT LLC

Edina, MN 55435

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CRD#: 2457201

Professional summary

Gregory Allen Trebil JR, AIF®, CFP®, who also goes by Greg Trebil, Gregory Allen Trebil, Gregory Trebil, Jr Gregory Allen Trebil, is a registered financial advisor currently at TRADITION WEALTH MANAGEMENT LLC located in Edina, Minnesota and PRIVATE CLIENT SERVICES, LLC located in Edina, Minnesota.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gregory has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Trebil | Gregory Allen Trebil | Gregory Trebil | Jr Gregory Allen Trebil

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Tradition Wealth Management. 7601 France Avenue South, Suite 100 Edina MN 55435. RIA. Director of Financial Planning and Investments. 160 hrs/mo; 120 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Trebil JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

August 25, 2017 - Present

TRADITION WEALTH MANAGEMENT LLC

Office #1: 7601 France Avenue South Suite 100, Edina, MN 55435

RIA

CRD#: 128314

Edina, MN

Current

January 31, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 7601 France Ave South, Ste 100, Edina, MN 55435

RIA

CRD#: 120222

Edina, MN

Past

July 28, 2017 - July 28, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

Edina, MN

Past

July 28, 2017 - January 31, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

Edina, MN

Past

December 23, 2013 - March 8, 2017

MORGAN STANLEY

RIA

CRD#: 149777

MINNEAPOLIS, MN

Past

November 26, 2013 - March 8, 2017

MORGAN STANLEY

CRD#: 149777

MINNEAPOLIS, MN

Past

March 22, 1999 - September 2, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 22, 1999 - September 2, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

November 10, 1998 - January 28, 1999

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRADITION WEALTH MANAGEMENT LLC

CRD#: 128314 / SEC#: 801-62666

RIA

Registered Investment Advisory firm - (1/30/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Minnesota
(8/25/2017)

Minnesota
(1/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/25/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRADITION WEALTH MANAGEMENT LLC

CRD#: 128314 / SEC#: 801-62666

RIA

Registered Investment Advisory firm - (1/30/2004 Approved)

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Contact information

Main Address

7601 France Avenue South Suite 100, Edina, MN 55435

Mailing Address

Phone number

(952) 563-6500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRADITION WEALTH MANAGEMENT ADVII (3/26/2025)

Regulatory assets under management

Total Number of Accounts	5,271
AUM (Assets Under Management)	$ 1,950,074,593

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gregory A. Trebil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Trebil JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PIPER SANDLER & CO.

Primary Firm SEC Registration

TRADITION WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/25/2013

FINRA

Current Firm

TRADITION WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRADITION WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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