Michael Lawrence Albertson

Current Employers

Employment History

• 06/2002 → Present
  Indiana Tax Advisory Group, Inc
  Fort Wayne, IN
• 04/2009 → Present
  Tradewell Tax & Financial, Llc
  Fort Wayne, IN
• 04/2013 → 10/2018
  Usa Financial Securities
  Ada, MI
• 10/2018 → 12/2024
  Secure Asset Management, L.L.C.
  Fort Wayne, IN
• 07/2024 → Present
  Tradewell Securities, Llc
  Fort Wayne, IN

Previous Registrations

• 2018-10-15 → 2025-01-24
  Secure Asset Management, L.L.C.
  Fort Wayne, IN
  Fort Wayne, IN
• 2013-04-09 → 2018-10-16
  Usa Financial Securities Llc
  Ada, MI
  Fort Wayne, IN
• 2018-10-02 → 2018-10-02
  Secure Asset Management, L.L.C.
  Fort Wayne, IN
  Troy, MI
• 2011-06-20 → 2013-05-06
  Coppell Advisory Solutions Llc
  Fort Wayne, IN
• 2008-08-06 → 2011-06-16
  American Investment Services
  Fort Wayne, IN
• 2009-04-27 → 2011-02-15
  Tradewell Tax & Financial, Llc
  Fort Wayne, IN
• 2007-10-30 → 2008-12-12
  Tradewell Tax & Financial
  Fort Wayne, IN
• 2007-10-17 → 2008-04-28
  American Investment Services
  Fort Wayne, IN

Other Businesses

1.INDIANA TAX ADVISORY GROUP INC,NON INVESTMENT RELATED,130 West Main Street, Suite #100, Fort Wayne, IN 46802. LICENSED AGENT RECOMMENDING INSURANCE AND ANNUITY SALES, PRESIDENT, 01/2002, 30% of his time to the tax business . 2.TRADEWELL TAX & FINANCIAL, NON INVESTMENT RELATED, 130 West Main Street, Suite #100, Fort Wayne, IN 46802. TAX ADVISORY AND TAX PREPARATION SERVICES, OWNER/MEMBER,10/2007, APPROXIMATELY 30% of his time to the tax business 3.UTOPIAN COFFEE - FORT WAYNE, IN. STARTED 01/2010. PASSIVE OWNERSHIP, INVESTOR, COFFEE ROASTER, NO DUTIES OR AUTHORITY 4. SHAREHOLDER OF A COFFEE WHOLESALE DISTRIBUTOR. ANNUAL SHAREHOLDER DISTRIBUTIONS\INSURANCE REPRESENTATIVE. COMMISSIONS ARE PAID BY THE COMPANY AND NOT THE CLEINT\TAX ADVISOR AND PREPARER. CUSTOMERS PAY FOR TAX PREPERATION AND ADVICE 5. Think Charity; Non-Investment Related; 1901 Forest Park Blvd Fort Wayne Indiana 46805 United States; At the end of the challenge, users who voted for the losing side will be prompted to donate the amount pledged to the designated charity. The winning side will also have the option to make a donation. Users of Think Charity can create campaigns for birthdays, gifts, fundraisers and more or create challenges to raise funds for their charity of choice and allow participants to choose a side. Investor; High-level strategic and guidance, no specific investing advice.; 2026-02-01; Hours per month during trading hours: 0; Hours per month outside trading hours: 2.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-15

Other Names

• Mike Albertson
• Michael L Albertson