Welcome
Resources for the decisions ahead.
“I believe in the power of giving back.”
Resource collection
Everything in one place
Select a resource below. Links may open a secure portal, downloadable document, or third-party service in a new browser tab.
Client Portals
3 resources
Secure portal
Client Login
Access Albridge, Charles Schwab, the TWM Secure Message Center, and myTradition.
Forms
4 resources
Fillable PDF
Information Request — Annuity
Provide the information needed to begin an annuity review.
Fillable PDF
Information Request — Insurance
Share background information for an insurance planning discussion.
PDF worksheet
Life Insurance Basics & Fact Finder
Review core concepts and organize information for a life insurance conversation.
More Resources
7 resources
Profile
Brad Johnson Biography
Learn more about Brad’s background, planning approach, and community involvement.
Education
Senior Investors
Information and considerations relevant to senior investors and their families.
Meet your advisor
A relationship-centered approach
With more than 30 years of experience in financial services, Brad Johnson has built lasting, trusted relationships with individuals, corporate executives, and business owners. His approach emphasizes attention to detail, clear communication, and consistent follow-through.
Brad works across a range of financial planning stages. Because every client is different, he considers each person’s objectives, circumstances, time horizon, and comfort with risk when developing recommendations.
Brad earned his bachelor’s degree from the University of Colorado and later attained the Accredited Asset Management Specialist designation from the College for Financial Planning. He is also a Qualifying Member of the Million Dollar Round Table.
Brad lives in Edina with his wife and has two adult children. Outside of work, he enjoys spending time with his family, serving his community, and networking.
Contact Brad
Have a question?
Reach out directly if you need help locating a resource or want to discuss your financial planning needs.
- Phone 952-563-6508
- Email brad.johnson@traditionwealth.com
- Title Investment Advisor, Partner
- License CA Insurance License #4268521
Important link notice
Some resources on this page link to third-party websites. Those sites may have different privacy, security, and accessibility practices. A link is provided for convenience and does not by itself constitute an endorsement or guarantee of third-party products, information, or recommendations.
This page is a design and content starting point for website implementation. The final version should be reviewed by the organization’s web, compliance, privacy, and accessibility teams before publication.
