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Thomas Joe Badders

Investment adviser representative at Tradewell Tax & Financial
12 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

12 years in the industry.

  1. Tradewell Tax & FinancialJan 2025 to now
  2. Tradewell Securities LLCSep 2024 to now
  3. Secure Asset Management, L.L.C.Mar 2023 to now
  4. Indiana Tax Advisory Group, IncFeb 2023 to now
  5. TradewellFeb 2023 to now
  6. United States Air ForceJan 2014 to Jan 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

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
7720447
Firm CRD
332473
Advisor's SEC record (opens in a new tab)
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