DG
Dannett J. Gardiner
PROXY WEALTH ADVISORS LLC
Phoenix, AZ 85029
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CRD#: 5864883
DG
Professional summary
Dannett June Gardiner, who also goes by Dani Gardiner, Dannett Gardiner, Dani Gardiner, Dannett June Hood, Dannett Hood, Dani Hood, is a registered financial advisor currently at PROXY WEALTH ADVISORS LLC located in Phoenix, Arizona and CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Phoenix, Arizona.
Dannett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Dannett has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dani Gardiner | Dannett Gardiner | Dani Gardiner | Dannett June Hood | Dannett Hood | Dani Hood
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. LIBERTAS REALTY, 11225 N 28th Dr, Ste B214, Phoenix AZ 85029, United States, 07/09/2025, Independent Contractor, Real Estate, NIR, 2 HR/MO - 0 HR/MO TRADING 2. PROFOUND FINANCIAL PLLC, 11225 N 28th Dr, Ste B214, Phoenix AZ 85029, United States, 07/09/2025, Certified Public Accountant, Tax Services, NIR, 120 HR/MO - 60 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/2025
CRS (Client Relationship Summary) - RIA
Click below to view Dannett June Gardiner's 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®
NoneExperience
Current
January 30, 2024 - Present
PROXY WEALTH ADVISORS LLC
Office #1: 11225 N 28th Dr Suite B214, Phoenix, AZ 85029RIA
CRD#: 298080
Phoenix, AZ
Current
July 11, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 11225 N 28th Dr. Ste. B214, Phoenix, AZ 85029RIA
CRD#: 134139
Phoenix, AZ
Current
August 5, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 11225 N 28th Dr. Ste. B214, Phoenix, AZ 85029BD
CRD#: 39543
Phoenix, AZ
Past
September 26, 2019 - December 5, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
PHOENIX, AZ
Past
September 26, 2019 - December 5, 2023
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
PHOENIX, AZ
Past
February 8, 2018 - October 4, 2019
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Phoenix, AZ
Past
February 6, 2018 - October 4, 2019
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Phoenix, AZ
Past
November 13, 2012 - September 26, 2017
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
GLENDALE, AZ
Past
March 22, 2012 - September 26, 2017
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
GLENDALE, AZ
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(1/30/2024)
RR
Arizona(8/5/2025)
RR
Maryland(8/5/2025)
IAR
Texas(7/11/2025)
RR
Texas(8/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
