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CS

Christine M. Sorensen

TRADITION WEALTH MANAGEMENT LLC
Edina, MN 55435
Some features on this profile are disabled
CRD#: 3184566
CS

Professional summary

Christine Marie Sorensen, who also goes by Christine M Donnelly, Christine Marie Donnelly, Christine Sorensen-donnelly, is a registered financial advisor currently at TRADITION WEALTH MANAGEMENT LLC located in Edina, Minnesota and PRIVATE CLIENT SERVICES, LLC located in Edina, Minnesota.

Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Christine has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christine M Donnelly | Christine Marie Donnelly | Christine Sorensen-Donnelly

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 Ave S Ste 100, Edina, MN 55435. RIA. Director of Operations-Client Service Manager. 120 hrs/mo; 37 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Marie Sorensen'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®
None

Experience

Current

January 31, 2014 - 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
BD
CRD#: 120222
Edina, MN
Past

July 30, 2004 - January 31, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Edina, MN
Past

February 20, 2003 - August 6, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

December 19, 2001 - March 7, 2003

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

February 21, 2001 - December 20, 2001

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 15, 1999 - March 20, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 15, 1999 - March 20, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
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".
TW
TRADITION WEALTH MANAGEMENT LLC
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.
RR
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
(1/31/2014)
RR
Minnesota
(1/31/2025)
RR
Wisconsin
(1/31/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/19/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/1/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TW
TRADITION WEALTH MANAGEMENT LLC
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
28

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,271
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.

Company Information

TRADITION WEALTH MANAGEMENT LLC

CRD#: 128314Edina, MN 55435

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