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HG

Hannah C. Grubb

TRADEWELL SECURITIES
FORT WAYNE, IN 46802
Some features on this profile are disabled
CRD#: 7880423
HG

Professional summary

Hannah Cole Firstbrook Grubb, who also goes by Hannah Grubb, is a registered financial advisor currently at TRADEWELL SECURITIES, LLC located in Fort Wayne, Indiana.

Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Hannah has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hannah Grubb

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hannah Cole Firstbrook Grubb's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 2, 2025 - Present

TRADEWELL SECURITIES, LLC

Office #1: 130 West Main Street #100, Fort Wayne, IN 46802
RIA
CRD#: 332473
FORT WAYNE, IN
Past

July 5, 2024 - June 3, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TS
TRADEWELL SECURITIES, LLC
INDIANA TAX ADVISORY GROUP, INC | TRADEWELL TAX & FINANCIAL | TRADEWELL SECURITIES, LLC

CRD#: 332473 / SEC#: 801-130935

RIA
Registered Investment Advisory firm - (8/16/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(9/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/6/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/5/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/3/2024
Securities Industry Essentials Examination

Current Firm

TS
TRADEWELL SECURITIES, LLC
INDIANA TAX ADVISORY GROUP, INC | TRADEWELL TAX & FINANCIAL | TRADEWELL SECURITIES, LLC

CRD#: 332473 / SEC#: 801-130935

RIA
Registered Investment Advisory firm - (8/16/2024 Approved)
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Contact information

Main Address
130 West Main Street #100, Fort Wayne, IN 46802
Mailing Address
Phone number
(260) 490-2084
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- TRADEWELL SECURITIES, LLC (6/12/2025)

Regulatory assets under management

Total Number of Accounts1,080
AUM (Assets Under Management)$ 267,005,281

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRADEWELL SECURITIES, LLC

CRD#: 332473Fort Wayne, IN 46802

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