What departments does Q3 Advisors have?

Q3 Advisors has employees across 3 departments including Engineering, Finance, Banking.

What is the largest department at Q3 Advisors?

The largest department at Q3 Advisors is Engineering with 1 employees.

Where are Q3 Advisors employees located globally?

Q3 Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Q3 Advisors's team size changed over time?

Q3 Advisors's team has grown from approximately 15 to 20 employees based on available data.

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Q3 Advisors Employee Directory

Financial ServicesColorado, United States11-50 Employees

Q3 Advisors is a financial services firm based in Arvada, Colorado, focusing on Roth conversion strategy for Individual Retirement Accounts. It emphasizes a quantitative, analysis-driven approach developed over more than fifteen years of specialization in Roth conversions, supported by proprietary software. The team includes Certified Financial Planners who apply these principles, and the firm does not sell financial products or manage client portfolios.
It partners with RIAs and CPAs to help their clients make informed Roth conversion and retirement planning decisions. Through a collaborative process, firms can defer to Q3 Advisors for the Roth conversion specialty and then return for ongoing guidance. The company emphasizes customized, fiduciary service and has developed a marketing system to streamline client education and firm workflows.

Q3 Advisors Global Highlights

North America
20

United States Of America
20

Q3 Advisors's Leadership

T. P.
Director Of Technology And Operations
Mobile Phone
Email
K. B.
Senior Financial Planner
Mobile Phone
Email
A. D.
Financial Advisor
Mobile Phone
Email

Q3 Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Program & Project Management
Sales
Accounting
Other
Administrative

Contact profiles from Q3 Advisors

Name

Title

Contact

Location

Last Update

T. P.
Director Of Technology And Operations
Mobile Phone
Email
Aug 08, 2026
K. B.
Senior Financial Planner
Mobile Phone
Email
Aug 07, 2026
A. D.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Q3 Advisors known for?

Q3 Advisors was founded in 2015 operates in the Financial Services industry. Explore Q3 Advisors's company overview page for more information.

What is Q3 Advisors's most common email format?

Q3 Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Q3 Advisors email formats with LeadIQ.

How many employees does Q3 Advisors have currently?

Q3 Advisors has approximately 25 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Q3 Advisors's key employees and leadership?

As of July 2026, Q3 Advisors's key employees include:

Director Of Technology And Operations: T. P.
Senior Financial Planner: K. B.
Financial Advisor: A. D.

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Q3 Advisors Employee Directory

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