Ryan T Haag
Investment adviser representative at Tradition Wealth Management LLC
25 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Private Client ServicesJan 2025 to now
- Tradition Wealth Management LLCFeb 2021 to now
- (dba) Tradition Wealth ManagementFeb 2021 to now
- Concourse Financial Group Securities IncFeb 2021 to Jan 2025
- Lincoln Financial AdvisorsJul 2001 to Jan 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Tradition Wealth Management LLC
$2.6BAssets managed
2,244Clients
23Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2432783
- Firm CRD
- 128314