Christopher Leivermann

TRADITION WEALTH MANAGEMENT LLC

Edina, MN 55435

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CRD#: 6054424

Professional summary

Christopher Leivermann, who also goes by Christopher Bradley Leivermann, is a registered financial advisor currently at TRADITION WEALTH MANAGEMENT LLC located in Edina, Minnesota.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Bradley Leivermann

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.

(dba) TRADITION WEALTH MANAGEMENT; Investment Related; 7601 France Avenue South, #100, Edina, MN 55435; Financial Services; Investment Adviser (IAR); Start Date 07/2019; 160 hours per month with the majority of those hours per month occurring during trading hours; Conduct business as an IAR for Tradition Wealth Management. >> FIXED INSURANCE; Investment Related; 7601 France Avenue South, #100, Edina, MN 55435; Insurance; Independent Agent; Start Date 07/2019; 10 hours per month; Sales and service of life, disability, and long-term care insurance products. >> POA; Non-Investment Related; Waconia, MN; Other; Power of Attorney (POA); Start Date 06/2016; No hours per month; I hold Power of Attorney for my father.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Leivermann'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

July 17, 2019 - Present

TRADITION WEALTH MANAGEMENT LLC

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

RIA

CRD#: 128314

Edina, MN

Past

July 15, 2019 - December 31, 2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

Edina, MN

Past

May 1, 2014 - July 18, 2019

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

EDINA, MN

Past

January 29, 2014 - July 18, 2019

PARK AVENUE SECURITIES LLC

CRD#: 46173

EDINA, MN

Past

May 1, 2013 - November 26, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MENDOTA HTS, 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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(7/17/2019)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/19/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/30/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/10/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/30/2013

Investment Company Products/Variable Contracts Representative Examination

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

Christopher Leivermann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Leivermann's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

TRADITION WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2014

Series 63

Date: 5/30/2013

SIE

Date: 10/1/2018

Series 7

Date: 1/10/2017

Series 6

Date: 4/30/2013

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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