Joseph R. Olekszyk

Q3 ASSET MANAGEMENT

Birmingham, MI 48009

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CRD#: 5162346

Professional summary

Joseph Ryan Olekszyk, CFP®, who also goes by Joe Olekszyk, Joseph Olekszyk, Joseph Ryan Olekszyk, is a registered financial advisor currently at Q3 ASSET MANAGEMENT CORPORATION located in Birmingham, Michigan.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joseph has worked at 7 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Olekszyk | Joseph Olekszyk | Joseph Ryan Olekszyk

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. Tidewater Technologies, LLC Officer since 4/2023 at 577 Cook Road, Grosse Pointe Woods, MI. Not active with income-generating activities. Less than 6 hrs a month on data processing and output review. No time spent during trading hours. 2. Active insurance license but currently no active company appointments and therefore no insurance business conducted at this time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Ryan Olekszyk'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

January 26, 2024 - Present

Q3 ASSET MANAGEMENT CORPORATION

Office #1: 2175 Cole Street, Birmingham, MI 48009

RIA

CRD#: 137839

Birmingham, MI

Past

February 11, 2014 - March 27, 2023

REHMANN WEALTH

RIA

CRD#: 123047

Vero Beach, FL

Past

November 30, 2012 - January 31, 2014

WEALTHCARE ADVISORS, LLC

RIA

CRD#: 159835

BLOOMFIELD HILLS, MI

Past

November 30, 2012 - January 31, 2014

PLANNING ALTERNATIVES LTD

RIA

CRD#: 110268

BLOOMFIELD HILLS, MI

Past

May 21, 2012 - November 16, 2012

SHELL CAPITAL MANAGEMENT, LLC

RIA

CRD#: 136509

KNOXVILLE, TN

Past

August 10, 2011 - May 14, 2012

REHMANN WEALTH

RIA

CRD#: 123047

TROY, MI

Past

June 17, 2010 - July 6, 2010

REHMANN WEALTH

RIA

CRD#: 123047

TROY, MI

Past

February 26, 2010 - July 8, 2010

OSAIC WEALTH, INC.

CRD#: 23131

TROY, MI

Past

March 18, 2008 - February 26, 2010

TRIAD ADVISORS LLC

CRD#: 25803

TROY, MI

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".

Q3 ASSET MANAGEMENT CORPORATION

GIAIMO, BRADFORD N. | Q3 ASSET MANAGEMENT CORPORATION | Q3 ASSET MANAGEMENT

CRD#: 137839 / SEC#: 801-77461

RIA

Registered Investment Advisory firm - (1/2/2013 Approved)

Colorado

Registered Investment Advisory firm - (1/2/2013 Terminated)

Florida

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

Indiana

Registered Investment Advisory firm - (2/12/2013 Terminated)

Michigan

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

Minnesota

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

Texas

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

Wisconsin

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(1/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/21/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/2008

General Securities Representative Examination

Current Firm

Q3 ASSET MANAGEMENT CORPORATION

GIAIMO, BRADFORD N. | Q3 ASSET MANAGEMENT CORPORATION | Q3 ASSET MANAGEMENT

CRD#: 137839 / SEC#: 801-77461

RIA

Registered Investment Advisory firm - (1/2/2013 Approved)

Colorado

Registered Investment Advisory firm - (1/2/2013 Terminated)

Florida

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

Indiana

Registered Investment Advisory firm - (2/12/2013 Terminated)

Michigan

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

Minnesota

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

Texas

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

Wisconsin

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

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Contact information

Main Address

2175 Cole Street, Birmingham, MI 48009

Mailing Address

Phone number

(248) 566-1122

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

Q3 ASSET MANAGEMENT CORPORATION FORM ADV 2A MARCH 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	3,456
AUM (Assets Under Management)	$ 727,412,337

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.

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Firm Stability Insights

Joseph R. Olekszyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Ryan Olekszyk's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN WEALTH

WEALTHCARE ADVISORS, LLC

PLANNING ALTERNATIVES LTD

SHELL CAPITAL MANAGEMENT, LLC

REHMANN WEALTH

REHMANN WEALTH

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

Primary Firm SEC Registration

Q3 ASSET MANAGEMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2008

Series 7

Date: 3/17/2008

Current Firm

Q3 ASSET MANAGEMENT CORPORATION

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

Q3 ASSET MANAGEMENT CORPORATION

TRUST BUT VERIFY

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