DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Lawrence Albertson

Tradewell Tax & Financialindependent RIAFort Wayne, InIA-onlyIAPD 5440171

Feed of 09/14/2026

Also filed as Mike Albertson

At current firm

1 y

since Jan 16, 2025

In the industry

24 y

since Jun 1, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: mike@tradewelltax.comreportedtradewelltax.comfirm site, Sep 17, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Tradewell Tax & Financial independent RIA current
since Jan 16, 2025 · Fort Wayne, In
Secure Asset Management, L.L.C. independent RIA
Oct 15, 2018 to Jan 24, 2025 · Fort Wayne, In
Secure Asset Management, L.L.C. independent RIA
Oct 2, 2018 to Oct 2, 2018 · Fort Wayne, In
USA Financial Securities LLC independent RIA
Apr 9, 2013 to Oct 16, 2018 · Ada, Mi
Coppell Advisory Solutions LLC independent RIA
Jun 20, 2011 to May 6, 2013 · Fort Wayne, In
Tradewell Tax & Financial, LLC unclassified
Apr 27, 2009 to Feb 15, 2011 · Fort Wayne, In
American Investment Services former
Aug 6, 2008 to Jun 16, 2011 · Fort Wayne, In
Tradewell Tax & Financial unclassified
Oct 30, 2007 to Dec 12, 2008 · Fort Wayne, In
American Investment Services former
Oct 17, 2007 to Apr 28, 2008 · Fort Wayne, In

Moves

a registration end followed by a registration begin elsewhere

Secure Asset Management, L.L.C. to Tradewell Tax & Financial
left Jan 24, 2025, registered Jan 16, 2025 (-8 days) · RIA to a newly registered adviser
USA Financial Securities LLC to Secure Asset Management, L.L.C.
left Oct 16, 2018, registered Oct 2, 2018 (-14 days) · RIA to RIA
Coppell Advisory Solutions LLC to USA Financial Securities LLC
left May 6, 2013, registered Apr 9, 2013 (-27 days) · Other
American Investment Services to Tradewell Tax & Financial, LLC
left Jun 16, 2011, registered Apr 27, 2009 (-780 days) · Other
Tradewell Tax & Financial, LLC to Coppell Advisory Solutions LLC
left Feb 15, 2011, registered Jun 20, 2011 (125 days) · Other
Tradewell Tax & Financial to American Investment Services
left Dec 12, 2008, registered Aug 6, 2008 (-128 days) · Other
American Investment Services to Tradewell Tax & Financial
left Apr 28, 2008, registered Oct 30, 2007 (-181 days) · Other

Signals

Michael Lawrence Albertson left Secure Asset Management, L.L.C. for Tradewell Tax & Financial (registered 2025-01-16)
Jan 24, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address