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JH

Joseph J. Hankinson

TRADITION WEALTH MANAGEMENT
EDINA, MN 55435
CRD#: 8192389
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JH
Joseph John HankinsonTRADITION WEALTH MANAGEMENT

Professional summary

Joseph John Hankinson is a registered financial advisor currently at TRADITION WEALTH MANAGEMENT LLC located in Edina, Minnesota.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joseph has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Hankinson'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

December 17, 2025 - Present

TRADITION WEALTH MANAGEMENT LLC

Office #1: 7601 France Avenue South Suite 100, Edina, MN 55435
RIA
CRD#: 128314
EDINA, 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.

Highlighted states indicate IAR registrations

IAR
Minnesota
(12/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/15/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/14/2025
Securities Industry Essentials Examination

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)

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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