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Financial ADVSR advisor directory · SEC adviser records

Tradewell Tax & Financial financial advisors in Fort Wayne, IN

Every SEC-registered investment adviser representative at a Tradewell Tax & Financial office in Fort Wayne, A to Z.

The short answer

4 registered advisors work at Tradewell Tax & Financial in Fort Wayne, out of 4 at the firm nationwide; it ranks number 32 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Tradewell Tax & Financial advisors in Fort Wayne, A to Z

Every Tradewell Tax & Financial advisor →

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Other firms in Fort Wayne

All Fort Wayne advisors →

Edward Jones 26LPL Financial LLC 26Ameriprise Financial Services, LLC 22Cetera Investment Advisers LLC 17Wells Fargo Advisors Financial Network, LLC 16Phillips Financial 15Raymond James Financial Services Advisors, Inc. 14Vestia Personal Wealth Advisors 14Osaic Wealth, Inc. 13J.P. Morgan Securities LLC 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Howard Bailey Securities, LLC 10

Questions

How many financial advisors does Tradewell Tax & Financial have in Fort Wayne?

4 investment adviser representatives are registered at Tradewell Tax & Financial offices in Fort Wayne, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Tradewell Tax & Financial one of the largest advisor employers in Fort Wayne?

Tradewell Tax & Financial ranks number 32 in Fort Wayne by registered advisors; Edward Jones has the most, with 26.

How do I check a Tradewell Tax & Financial advisor in Fort Wayne?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Tradewell Tax & Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.