TradeWell Tax & Financial

Hannah Grubb is a financial advisor at Tradewell Securities, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Fort Wayne Community Schools. Outside of her advisory role, she has experience in the brewing and food industries. Tradewell Securities, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm tailors portfolios using fundamental, technical, and cyclical analysis and typically invests in a range of securities including mutual funds, equities, fixed income, ETFs, real estate funds, and options.

Joshua Hasselbach is a financial advisor at Tradewell Securities, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at CX Institutional, LLC and USCA Securities LLC, as well as a period as a primary caregiver. Tradewell Securities, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm tailors portfolios using fundamental, technical, and cyclical analysis and invests across various asset classes including mutual funds, equities, fixed income, ETFs, real estate funds, and options.

Michael Albertson is a financial advisor at Tradewell Securities, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Secure Asset Management, USA Financial Securities, and has been involved with Tradewell Tax & Financial, LLC and Indiana Tax Advisory Group, Inc. outside of his advisory role. His other business activities include serving as president of Indiana Tax Advisory Group, Inc., which provides tax advisory and preparation services, and holding passive ownership in a local coffee roasting company. Tradewell Securities, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm tailors portfolios to client goals and risk tolerance using fundamental, technical, and cyclical analysis, typically investing in a range of assets including mutual funds, equities, fixed income, ETFs, real estate funds, and options.

Thomas Badders is a financial advisor at Tradewell Securities, LLC with two years of industry experience. He holds the Series 65 designation and previously served nine years in the United States Air Force. Outside of his advisory role, he is involved in recommending insurance products to clients. Tradewell Securities, LLC offers personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and typically invests in mutual funds, equities, fixed income, ETFs, real estate funds, and options.

Wesley Phelps is a financial advisor with Tradewell Securities, LLC in Fort Wayne, IN, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior experience includes roles at Prudential, Charles Schwab, and Farm Bureau Marketing Securities. He is also an owner of Liagan Brothers Corporation, which recommends insurance products to consumers. Tradewell Securities, LLC provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm tailors portfolios using fundamental, technical, and cyclical analysis and typically invests in mutual funds, equities, fixed income, ETFs, real estate funds, and options.