Daniel R. Jandro
Q3 ADVISORS
Eagen, MN
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CRD#: 5800162
Professional summary
Daniel Roger Jandro, CFP® is a registered financial advisor currently at Q3 ADVISORS, LLC located in Eagen, Minnesota.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
NAME OF OTHER BUSINESS: PREPARE AND PROSPER ; INVESTMENT RELATED: NO ; ADDRESS: 2610 UNIVERSITY AVE W #450, ST. PAUL, MN 55114 ; NATURE OF BUSINESS: NOTARY SERVICES START DATE: 01/2019 ; POSITION/TITLE/RELATIONSHIP: MONEY MENTOR VOLUNTEER ; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL COACHING FOR LOW INCOME FAMILIES ;
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Roger Jandro'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®
CFP®
Start date: 2014
Experience
Current
September 29, 2023 - Present
Q3 ADVISORS, LLC
RIA
CRD#: 284220
Eagen, MN
Past
September 11, 2020 - June 1, 2023
ADVISORNET WEALTH PARTNERS
RIA
CRD#: 113074
Arden Hills, MN
Past
January 14, 2016 - September 3, 2020
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MINNEAPOLIS, MN
Past
August 20, 2012 - September 3, 2020
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MINNEAPOLIS, MN
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".
QA
Q3 ADVISORS, LLC
CRAIG G WEAR | Q3 ADVISORS, LLC
CRD#: 284220 / SEC#: 801-129519
RIA
Registered Investment Advisory firm - (2/21/2024 Approved)Arizona
Registered Investment Advisory firm - (4/17/2024 Terminated)California
Registered Investment Advisory firm - (5/17/2024 Terminated)Florida
Registered Investment Advisory firm - (4/17/2024 Terminated)Illinois
Registered Investment Advisory firm - (4/17/2024 Terminated)Louisiana
Registered Investment Advisory firm - (4/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (4/30/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/22/2024 Terminated)Tennessee
Registered Investment Advisory firm - (4/17/2024 Terminated)Texas
Registered Investment Advisory firm - (4/17/2024 Terminated)Virginia
Registered Investment Advisory firm - (5/9/2024 Terminated)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
Minnesota(9/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/23/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
QA
Q3 ADVISORS, LLC
CRAIG G WEAR | Q3 ADVISORS, LLC
CRD#: 284220 / SEC#: 801-129519
RIA
Registered Investment Advisory firm - (2/21/2024 Approved)Arizona
Registered Investment Advisory firm - (4/17/2024 Terminated)California
Registered Investment Advisory firm - (5/17/2024 Terminated)Florida
Registered Investment Advisory firm - (4/17/2024 Terminated)Illinois
Registered Investment Advisory firm - (4/17/2024 Terminated)Louisiana
Registered Investment Advisory firm - (4/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (4/30/2024 Terminated)Minnesota
Registered Investment Advisory firm - (4/22/2024 Terminated)Tennessee
Registered Investment Advisory firm - (4/17/2024 Terminated)Texas
Registered Investment Advisory firm - (4/17/2024 Terminated)Virginia
Registered Investment Advisory firm - (5/9/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Arvada, CO
Mailing Address
7314 Ralston Rd, Arvada, CO 80002
Phone number
(720) 730-9892
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (21 States and Territories)
Documents
Red Flags
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