Joseph Olekszyk
Investment adviser representative at Q3 Asset Management Corporation
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$794.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
12 years in the industry.
- Q3 Asset Management CorporationJan 2024 to now
- Lifetime Financial GrowthSep 2023 to Dec 2023
- Park Avenue SecuritiesAug 2023 to Dec 2023
- NoneApr 2023 to Aug 2023
- Rehmann FinancialFeb 2014 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
Q3 Asset Management Corporation
$794.7MAssets managed
2,926Clients
9Advisers
13 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
- 5162346
- Firm CRD
- 137839