Joshua Scott Hasselbach
Investment adviser representative at Tradewell Tax & Financial
11 yearsExperience
1 stateRegistered in
$320.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Tradewell Tax & FinancialApr 2025 to now
- Tradewell Securities, LLCMar 2025 to now
- Cx Institutional, LLCApr 2024 to Feb 2025
- Primary CaregiverAug 2021 to Apr 2024
- SelfAug 2021 to Apr 2024
- U.S. Capital Wealth Advisors, LLCJun 2021 to Aug 2021
- Usca Securities LLCJul 2015 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
Tradewell Tax & Financial
Legal name: Tradewell Securities, LLC
$320.4MAssets managed
441Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4876296
- Firm CRD
- 332473