Joseph Michelizzi
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Private Client ServicesDec 2025 to now
- Tradition Wealth Management LLCAug 2025 to now
- Freedom ForeverApr 2025 to Aug 2025
- V3 ElectricJan 2025 to Apr 2025
- JB MulchJun 2024 to Aug 2024
- Grand Canyon UniversitySep 2022 to Dec 2024
- Minnesota Valley Country ClubJun 2021 to Jul 2023
- Jimmy JohnsJun 2020 to Mar 2022
- Southwest Christian High SchoolSep 2018 to May 2022
- Breakaway AcademySep 2017 to Sep 2018
- Central Middle SchoolSep 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Tradition Wealth Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7844309
- 128314