Tradition Wealth Management, LLC
Cory Carlson is an experienced investment advisor at Tradition Wealth Management, LLC, where employment began in May 2018, with additional responsibilities in client services. Prior to this role, Cory served as an ambassador for Daymond John’s book "Rise and Grind" and completed a wealth management internship at Tradition Wealth Management from May 2016 to May 2018. Additional experience includes positions as a Business Development Coordinator at Fastenal Company and as a Guest Experience Captain at Buffalo Wild Wings. Cory also contributed to the Lakeville Baseball Association as an Umpire Payroll Manager and Legion 1A Baseball Coach. Educational background includes a degree from Winona State University, completed between 2014 and 2018, and graduation from Lakeville South High School in 2014.
Tradition Wealth Management, LLC
Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results. We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally. Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, a Registered Broker / Dealer and Member of FINRA and SIPC. Tradition Wealth Management, LLC, is independent of Concourse Financial Group Securities, Inc.