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  5. Tradition Wealth Management, LLC

Tradition Wealth Management, LLC

Company Details

Name: Tradition Wealth Management, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 14 Feb 2003 (22 years ago)
Company Number: 11b7f0b1-a5d4-e011-a886-001ec94ffe7f
File Number: 38615-LLC
Registered Office Address: 7601 France Avenue South, #100, Edina, MN 55435, USA
Principal Executive Office Address: 7061 FRANCE AVE S # 100, EDINA, MN 55435, USA
ZIP code: 55435
County: Hennepin County
Place of Formation: Minnesota

Central Index Key

CIK number Mailing Address Business Address Phone
1843010 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435 952-563-6520

Filings since 2024-11-14
Form type 13F-HR
File number 028-20936
Filing date 2024-11-14
Reporting date 2024-09-30
File View File

Filings since 2024-08-12
Form type 13F-HR
File number 028-20936
Filing date 2024-08-12
Reporting date 2024-06-30
File View File

Filings since 2024-05-13
Form type 13F-HR
File number 028-20936
Filing date 2024-05-13
Reporting date 2024-03-31
File View File

Filings since 2024-02-12
Form type 13F-HR
File number 028-20936
Filing date 2024-02-12
Reporting date 2023-12-31
File View File

Filings since 2023-11-13
Form type 13F-HR
File number 028-20936
Filing date 2023-11-13
Reporting date 2023-09-30
File View File

Filings since 2023-08-14
Form type 13F-HR
File number 028-20936
Filing date 2023-08-14
Reporting date 2023-06-30
File View File

Filings since 2023-05-12
Form type 13F-HR
File number 028-20936
Filing date 2023-05-12
Reporting date 2023-03-31
File View File

Filings since 2023-02-03
Form type 13F-HR
File number 028-20936
Filing date 2023-02-03
Reporting date 2022-12-31
File View File

Filings since 2022-11-14
Form type 13F-HR
File number 028-20936
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-08-02
Form type 13F-HR
File number 028-20936
Filing date 2022-08-02
Reporting date 2022-06-30
File View File

Filings since 2022-05-11
Form type 13F-HR
File number 028-20936
Filing date 2022-05-11
Reporting date 2022-03-31
File View File

Filings since 2022-02-14
Form type 13F-HR
File number 028-20936
Filing date 2022-02-14
Reporting date 2021-12-31
File View File

Filings since 2021-11-12
Form type 13F-HR
File number 028-20936
Filing date 2021-11-12
Reporting date 2021-09-30
File View File

Filings since 2021-08-09
Form type 13F-HR
File number 028-20936
Filing date 2021-08-09
Reporting date 2021-06-30
File View File

Filings since 2021-05-14
Form type 13F-HR
File number 028-20936
Filing date 2021-05-14
Reporting date 2021-03-31
File View File

Filings since 2021-02-16
Form type 13F-HR
File number 028-20936
Filing date 2021-02-16
Reporting date 2020-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 421577774 2024-03-20 TRADITION WEALTH MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2024-03-20
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-20
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 421577774 2023-03-13 TRADITION WEALTH MANAGEMENT, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2023-03-10
Name of individual signing CHAD SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-03-10
Name of individual signing CHAD SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 421577774 2022-04-28 TRADITION WEALTH MANAGEMENT, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2022-04-28
Name of individual signing CHADWICK J SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-28
Name of individual signing CHADWICK J SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 421577774 2021-09-12 TRADITION WEALTH MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2021-09-12
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-12
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 421577774 2020-09-14 TRADITION WEALTH MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2020-09-14
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-14
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2018 421577774 2019-04-01 TRADITION WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2019-04-01
Name of individual signing CHAD SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-01
Name of individual signing CHAD SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2017 421577774 2018-07-24 TRADITION WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing CHAD SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-24
Name of individual signing CHAD SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2016 421577774 2017-10-03 TRADITION WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2017-10-02
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-02
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2015 421577774 2016-10-11 TRADITION WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2016-10-11
Name of individual signing CHAD SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-11
Name of individual signing CHAD SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN 2014 421577774 2015-10-09 TRADITION WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9525636506
Plan sponsor’s address 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN, 55435

Signature of
Role Plan administrator
Date 2015-10-09
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-09
Name of individual signing CHADWICK SCHUMACHER
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Chad Schumacher Manager 7061 FRANCE AVE S # 100, EDINA, MN 55435, USA

Agent

Name Role
John Hause Agent

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2011-05-10
Original Filing - Limited Liability Company (Domestic) 2003-02-14
Limited Liability Company (Domestic) Business Name (Business Name: Tradition Wealth Management, LLC) 2003-02-14

Related by officers

Chad Schumacher

Tradition Wealth Management Insurance Agency, LLC

Related by address

No related companies by address

Date of last update: 26 Dec 2024

Sources: Minnesota's Official State Website

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