RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
William Bradley Johnson
- Title
- Investment Advisorreportedtraditionwealthmanagement.comfirm site, Sep 15, 2026
- Business email
- will.johnson@traditionwealth.comreportedtraditionwealthmanagement.comfirm site, Sep 15, 2026
- Business email
- brad.johnson@traditionwealth.comreportedtraditionwealthmanagement.comfirm site, Sep 15, 2026
- Direct business phone
- 952-563-6509reportedtraditionwealthmanagement.comfirm site, Sep 15, 2026
- Professional profile
- traditionwealthmanagement.com/team-member-01/will-johnsonreportedtraditionwealthmanagement.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/twm-brad-johnsonreportedtraditionwealthmanagement.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Tradition Wealth Management LLC independent RIA currentsince Jun 5, 2024 · Edina, Mn
- Concourse Financial Group Advisors formerJun 4, 2024 to Jun 8, 2024 · Edina, Mn
- Concourse Financial Group Advisors to Tradition Wealth Management LLCleft Jun 8, 2024, registered Jun 5, 2024 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- William Bradley Johnson left Concourse Financial Group Advisors for Tradition Wealth Management Llc (registered 2024-06-05)Jun 8, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address