Tradewell Tax & Financial

Firm record

As recorded in SEC IAPD

Firm CRD

332473

SEC number

801-130935

Firm type

RIA

Assets under management

$275.8M as of May 8, 2026

Website

www.linkedin.com/company/tradewell-tax-financial ↗

Phone

260-490-2084

Address

130 West Main Street, Fort Wayne, IN, 46802

Advisors at this firm

5 in our index · page 1 of 1

• Michael Lawrence AlbertsonCRD 5440171 · Fort Wayne, IN
  IA Registered
  Disclosure event(s) on record
• Thomas Joe BaddersCRD 7720447 · Fort Wayne, IN
  IA Registered
• Hannah Cole Firstbrook GrubbCRD 7880423 · Fort Wayne, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joshua Scott HasselbachCRD 4876296 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Wesley Douglass PhelpsCRD 6067726 · Fort Wayne, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.