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Joseph Dewald

Investment Adviser Representative at Wealth Advisors Group

Fort Wayne, INCRD #2881285Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joseph Dewald is an investment adviser representative with Wealth Advisors Group in Fort Wayne, IN, where they have been registered since 2000. They have worked in the securities industry since 2000 and were previously registered with LPL Financial Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana and Texas.

Office

12726 Coldwater Rd
Fort Wayne, IN 46845

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/21/2000
Series 65
Uniform Investment Adviser Law Examination
Passed 4/14/1997
SIE
Securities Industry Essentials Examination
Passed 9/1/2017
Series 7
General Securities Representative Examination
Passed 5/25/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wealth Advisors GroupCurrent
12/11/2000 – Fort Wayne, IN
LPL Financial Corporation
10/25/2000 – 12/12/2009Fort Wayne, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial LLC
    Apr 2000 – Aug 2017Fort Wayne, IN
  2. Wealth Advisors Group
    Apr 2000 – no end date reportedFort Wayne, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wealth Advisors Group

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$100,000 (waivable)
Firm's annual rate schedule by assets
  • Tier 11.50%
  • Tier 21.25%
  • Tier 31.10%
  • Tier 41.00%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
1
Main office:
Fort Wayne, IN
SEC file number:
801-69787

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 24, 2026

View full firm profile

Other advisors at Wealth Advisors Group

8 other advisors in the directory

View Wealth Advisors Group firm profile

Similar advisors in Fort Wayne, IN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Dewald has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Joseph Dewald (Wealth Advisors Group) - Fees & Credentials