TRADEWELL SECURITIES, LLC
CRD #332473 SEC #801-130935 FORT WAYNE, IN 260-490-2084
SEC Registered
Total AUM
$267M
Discretionary
$228M
Employees
9
Clients
251
Accounts
1,080
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HASSELBACH, JOSHUA, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASSELBACH, JOSHUA, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASSELBACH, JOSHUA, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASSELBACH, JOSHUA, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASSELBACH, JOSHUA, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALBERTSON, MICHAEL, L | I | MANAGING MEMBER, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALBERTSON, MICHAEL, L | I | MANAGING MEMBER, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALBERTSON, MICHAEL, L | I | MANAGING MEMBER, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| ALBERTSON, MICHAEL, LAWRENCE | I | MANAGING MEMBER AND CEO | E | Control |
| ALBERTSON, MICHAEL, LAWRENCE | I | MANAGING MEMBER AND CEO | E | Control |
| ALBERTSON, MICHAEL, LAWRENCE | I | MANAGING MEMBER AND CEO | E | Control |
| ALBERTSON, MICHAEL, LAWRENCE | I | MANAGING MEMBER AND CEO | E | Control |
| ALBERTSON, MICHAEL, LAWRENCE | I | MANAGING MEMBER AND CEO | E | Control |
Registrations
Federal
IA
Sep 8, 2025 REGISTERED
Notice Filings (4)
FL IN OH TX
Address
130 WEST MAIN STREET#100
FORT WAYNE, IN 46802
United States
Phone: 260-490-2084