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JM

Justin J. Mlodzinski

HDQ WEALTH
MIAMI, FL 33130
Some features on this profile are disabled
CRD#: 7565347
JM

Professional summary


Justin John Mlodzinski, who also goes by Justin Mlodzinski, is a registered financial advisor currently at HDQ WEALTH located in Miami, Florida.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Justin has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Justin Mlodzinski

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Justin John Mlodzinski'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®
None

Experience


Current

November 1, 2024 - Present

HDQ WEALTH

Office #1: 78 Sw 7th St #800, Miami, FL 33130Office #2: 78 Sw 7th St, Miami, FL 33130
RIA
CRD#: 313427
MIAMI, FL

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
Florida
(11/1/2024)
IAR
Kansas
(4/4/2025)
IAR
Missouri
(4/4/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/17/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/2/2022
Securities Industry Essentials Examination

Current Firm


HW
HDQ WEALTH
HDQ WEALTH | NOMAD INVESTOR | HDQ WEALTH LLC

CRD#: 313427 / SEC#:

California
Registered Investment Advisory firm - (9/14/2021 Approved)
Florida
Registered Investment Advisory firm - (7/28/2021 Approved)
Kansas
Registered Investment Advisory firm - (6/24/2021 Approved)
Louisiana
Registered Investment Advisory firm - (6/24/2021 Approved)
Missouri
Registered Investment Advisory firm - (4/7/2021 Approved)
Texas
Registered Investment Advisory firm - (3/17/2021 Conditional Restricted)
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Contact information


Main Address
1100 Main Street Ste. 400, Kansas City, MO 64105
Mailing Address
Phone number
(913) 283-4423
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts89
AUM (Assets Under Management)$ 32,154,000

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


HDQ WEALTH

CRD#: 313427Miami, FL 33130

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