Dylan M Niklason
Advisor at Q3 Advisors, LLC — Brandon, SD
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
9 years
Location
Brandon, SD
Q3 Advisors, LLC
Team
Dylan Niklason is a CFP® professional with nine years of industry experience. He currently works at Q3 Advisors, LLC and has previously held roles at Northwestern Mutual Wealth Management Company and Kevin Dale Klare. Outside of his advisory work, he is involved with Above The Highline, LLC. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee engagements, emphasizing planning-level recommendations in retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios. The firm coordinates with independent CPA firms and structures client relationships around deliverables such as tax projections and Roth conversion schedules.
Rothology program: $11,000; Rothology Legacy: $8,100; A la Carte modules: $1,000 setup fee plus $2,000 for first module and $1,500 for additional modules; Integration Experience: $1,500 startup fee plus $1,250 quarterly ongoing fee.
Integration Experience ongoing service billed quarterly in advance at $1,250 per quarter.
Minimum fee: Fees range from $5,500 to $15,000 annually for Comprehensive Financial Planning including Rothology services. Fee-only: Fixed fees only; no commissions or performance-based fees.
Brandon, SD
Brandon SD
Advisors at this office
1
Minnesota · South Dakota
9 years of industry experience
Q3 Advisors, LLC
2026 - Present • 1 year
Boulder, CO
Northwestern Mutual Wealth Management Company
2024 - 2026 • 2 years
Milwaukee, WI
Above The Highline, LLC
2024 - Present • 2 years
Sioux Falls, SD
Kevin Dale Klare
2017 - 2024 • 7 years
Sioux Falls, SD
Northwestern Mutual Wealth Management Company
2017 - 2017 • 1 year
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2016 - Present • 10 years
Sioux Falls, SD
Northwestern Mutual Life Insurance Company
2016 - 2017 • 1 year
Milwaukee, WI
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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