Advisors at this firm
Joseph O
CFP®, Series 66
Birmingham, MI
Q3 Asset Management Corporation
Joseph Olekszyk is a CFP® and Series 66-licensed advisor at Q3 Asset Management Corporation with 13 years of industry experience. He previously worked at Rehmann Financial for nine years and held positions at Lifetime Financial Growth and Park Avenue Securities. Olekszyk is an officer of Tidewater Technologies, LLC, where he assists with data processing and output review on a limited basis. Q3 Asset Management Corporation manages approximately $727 million in assets for over 3,300 clients through a team of seven advisors. The firm provides discretionary portfolio management combining strategic and tactical allocation, serving both individual and investment company clients, and offers flexible billing and service options including subscription and performance-based fees.
Adam Q
Series 63, Series 65
Birmingham, MI
Q3 Asset Management Corporation
Adam Quiring is a financial advisor at Q3 Asset Management Corporation with 15 years of industry experience. He has been with Q3 since 2009 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independently licensed insurance agent. Q3 Asset Management Corporation manages approximately $727 million in assets for over 3,300 clients, including high-net-worth households and investment company clients. The firm employs a discretionary portfolio management approach that integrates strategic and tactical allocation, and it offers non-traditional billing options such as subscription services and performance-based fees.
Ethan P
Series 65
Birmingham, MI
Q3 Asset Management Corporation
Ethan Pinto is a financial advisor at Q3 Asset Management Corporation with two years of industry experience. He holds a Series 65 designation and has worked at Q3 since 2022. Prior to joining Q3, he held positions at Padnos, True Lacrosse, EP's Enterprise, and Heneveld Industrial Group, among others. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers various billing and service options, including subscription and performance-based fees.
John F
Series 63, Series 65
Eagle, ID
Q3 Asset Management Corporation
John Fahnestock is a financial advisor at Q3 Asset Management Corporation with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2016 and The Mutual Life Insurance Company of New since 1985. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients, managing over $727 million in assets. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing and service options, including subscription and performance-based fee arrangements.
Maximilian B
Series 65
Birmingham, MI
Q3 Asset Management Corporation
Maximilian Baker is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI. He holds a Series 65 designation and has experience working with Q3 since 2024, as well as prior roles at Kestra Investment Services and The Baker Group Financial Services. He also spent six years at Michigan State University and has been involved with the Bayview Yacht Club. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary approach combining strategic allocation with tactical elements and offers various billing arrangements, including subscription and performance-based fees.
Joseph D
Series 65
Tampa, FL
Q3 Asset Management Corporation
Joseph Dente is a financial advisor at Q3 Asset Management Corporation in Tampa, FL, with nine years of industry experience. He holds a Series 65 designation and has been with Q3 since 2014. In addition, he operates Joseph Dente LAC, a business he has maintained since 2012. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and manages approximately $727 million in assets for over 3,300 clients through a team of seven advisors.
Amos S
Series 63, Series 65
Birmingham, MI
Q3 Asset Management Corporation
Amos Sheena is a financial advisor at Q3 Asset Management Corporation with 17 years of industry experience. He has been with Q3 Asset Management since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an independently licensed insurance agent, dedicating up to 10% of his time to this activity. Q3 Asset Management provides portfolio management services to individual and high-net-worth clients, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing options, including subscription and performance-based fees.
Bradford G
Series 65
Birmingham, MI
Q3 Asset Management Corporation
Bradford Giaimo is a financial advisor at Q3 Asset Management Corporation in Birmingham, MI, with 15 years of industry experience. He holds a Series 65 designation and has been with Q3 Asset Management since 2005. He is also involved with Q Stick Trading, LLC, where he has worked since 2002. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that blends strategic allocation with tactical elements and offers various billing options, including performance-based fees.