Joseph Olekszyk
Q3 Asset Management · Birmingham, Michigan
Joseph Olekszyk is a fee-only financial advisor at Q3 Asset Management in Birmingham, Michigan, who holds the CFP credential. Q3 Asset Management reports charging a percentage of assets, hourly fees, a subscription and performance-based fees on its Form ADV.
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Facts
| Firm | Q3 Asset Management |
|---|---|
| Based in | Birmingham, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Performance-based fees |
| Assets under management | $794.7M across 2,926 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 5162346 |
| Exams passed | Series 66 (2008) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.q3tactical.com |
How Joseph's firm compares
- Q3 Asset Management's average account is about $272,000, from its Form ADV (assets managed divided by 2,926 accounts).
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Questions about Joseph
Is Joseph Olekszyk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Q3 Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Q3 Asset Management, reports charging a percentage of assets, hourly fees, a subscription and performance-based fees on its SEC Form ADV.
Where is Joseph Olekszyk based?
Joseph Olekszyk is based in Birmingham, Michigan.
What credentials does Joseph Olekszyk hold?
Joseph Olekszyk holds the CFP credential.
Is Joseph Olekszyk registered with the SEC?
Yes. Joseph Olekszyk is registered as an investment adviser representative in MI (CRD 5162346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Q3 Asset Management manage?
Q3 Asset Management reports $794.7M across 2,926 accounts in assets under management.
How do I contact Joseph Olekszyk?
Through Joseph's website, www.q3tactical.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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