Christopher Leivermann
Investment adviser representative at Tradition Wealth Management LLC
9 yearsExperience
1 stateRegistered in
$2.6BFirm assets
22 yearsFirm in business
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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
9 years in the industry.
- Tradition Wealth Management LLCJul 2019 to now
- (dba) Tradition Wealth ManagementJul 2019 to now
- Concourse Financial Group Securities IncJul 2019 to Dec 2022
- Guardian Life InsuranceMar 2017 to Jul 2019
- Park Avenue SecuritiesMar 2017 to Jul 2019
- Park Ave SecuritiesJan 2014 to Feb 2017
- GuardianDec 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6054424
- Firm CRD
- 128314