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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2024
- Office Locations
- 1
Office Locations
About Tradewell TAX & Financial
TradeWell Tax & Financial (TradeWell Securities, LLC) is a boutique fiduciary advisory and tax firm in Fort Wayne, Indiana serving retirees and pre-retirees. The team includes EAs, an elder law attorney, and insurance professionals alongside investment advisers, enabling coordinated income, investment, tax, healthcare/long-term care, and estate planning under one roof. Portfolios emphasize risk management and can be used as core holdings; custody/client access via Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
MICHAEL LAWRENCE ALBERTSON
Chief Executive Officer, Managing Member
- CRD
- #5440171
- Ownership
- 75% or more
JOSHUA SCOTT HASSELBACH
Chief Compliance Officer
- CRD
- #4876296
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Thomas Joe Badders
--
- CRD
- #7720447
Hannah Cole Firstbrook Grubb
--
- CRD
- #7880423
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $275,849,950 | $254,709 |
| Non-Discretionary | $0 | -- |
| Total | $275,849,950 | $254,709 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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