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RIA / WealthAdvisorCertified Financial Planner18 years in industry

Joseph Olekszyk

Advisor at Q3 ASSET MANAGEMENT CORPORATION

BIRMINGHAM, MI

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Search this name across graphsid dfx:ria:d8eff5d5-0547-0018-06b3-a2fa3e10a2d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 17, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: Q3 ASSET MANAGEMENT CORPORATION
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 21, 2008
First registration: Jun 17, 2010
Dual registered: no
Other names: JOSEPH OLEKSZYK|JOE OLEKSZYK|Joseph Ryan Olekszyk
IAPD individual key: 5162346

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Q3 ASSET MANAGEMENT CORPORATION	Mixed wealth	Jan 26, 2024	n/a	yes	BIRMINGHAM, MI	Current employment
REHMANN WEALTH	Independent wealth	Feb 11, 2014	Mar 27, 2023	no	TROY, MI\|Vero Beach, FL\|Troy, MI	Previous registration
WEALTHCARE ADVISORS, LLC	Former SEC adviser	Nov 30, 2012	Jan 31, 2014	no	BLOOMFIELD HILLS, MI	Previous registration
PLANNING ALTERNATIVES LTD	Independent wealth	Nov 30, 2012	Jan 31, 2014	no	BLOOMFIELD HILLS, MI	Previous registration
SHELL CAPITAL MANAGEMENT, LLC	Former SEC adviser	May 21, 2012	Nov 16, 2012	no	KNOXVILLE, TN	Previous registration
REHMANN WEALTH	Independent wealth	Aug 10, 2011	May 14, 2012	no	TROY, MI\|LANSING, MI	Previous registration
REHMANN WEALTH	Independent wealth	Jun 17, 2010	Jul 6, 2010	no	TROY, MI\|LANSING, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
REHMANN WEALTH	Q3 ASSET MANAGEMENT CORPORATION	Mar 27, 2023	Jan 26, 2024	305	Firm change	RIA to RIA
PLANNING ALTERNATIVES LTD	WEALTHCARE ADVISORS, LLC	Jan 31, 2014	Nov 30, 2012	-427	Firm change after gap	Other
WEALTHCARE ADVISORS, LLC	REHMANN WEALTH	Jan 31, 2014	Feb 11, 2014	11	Firm change	Other
SHELL CAPITAL MANAGEMENT, LLC	PLANNING ALTERNATIVES LTD	Nov 16, 2012	Nov 30, 2012	14	Firm change	Other
REHMANN WEALTH	SHELL CAPITAL MANAGEMENT, LLC	May 14, 2012	May 21, 2012	7	Firm change	Other

Relationships

Registered with (5)

→ Q3 ASSET MANAGEMENT CORPORATIONRegistered adviserregistration: current employment
Jan 26, 2024 to presentfactForm ADV
→ REHMANN WEALTHRegistered adviserregistration: previous registration
Feb 11, 2014 to Mar 27, 2023factForm ADV
→ PLANNING ALTERNATIVES LTDRegistered adviserregistration: previous registration
Nov 30, 2012 to Jan 31, 2014factForm ADV
→ WEALTHCARE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 30, 2012 to Jan 31, 2014factForm ADV
→ SHELL CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 21, 2012 to Nov 16, 2012factForm ADV

Dated events

Occurred
Mar 27, 2023
Advisor changed firm
Joseph Olekszyk left Rehmann Wealth for Q3 Asset Management Corporation (registered 2024-01-26)
Form ADVobserved 4 days ago