A complete list of active advisors currently associated with TradeWell Tax & Financial
Warmer can help you find a great advisor at TradeWell Tax & Financial or one who fits your needs even better.
TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management primarily to individual and high-net-worth clients and also offers ERISA plan investment management. The firm supplements advisory services with separate tax-preparation support and licensed insurance activities provided through affiliated outside-business arrangements. Investment decisions are documented in written Investment Policy Statements and draw on fundamental, technical, and cyclical analysis, with strategies that can include long- and short-term holdings, options, and margin. The firm also manages held-away retirement and HSA accounts on a discretionary basis using an Order Management System (OMS) to implement tax-efficient asset location and opportunistic rebalancing. Compared with many peers, TradeWell explicitly acknowledges its role as an ERISA Section 3(38) investment manager and actively manages noncustodied accounts via an OMS while requiring custody through Charles Schwab Advisor Services, from which it receives institutional services and research benefits. The brochure discloses potential conflicts — including supervised persons’ insurance commissions and the firm owner’s tax-preparation business — and describes processes to document and address those conflicts in client files.
To learn more about the advisors currently working at TradeWell Tax & Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 18
| |
Fort Wayne, IN
| 3
| |
Fort Wayne, IN
| 1
| |
Fort Wayne, IN
| 15
| |
Fort Wayne, IN
| 12
|
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