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Dylan N

CFP®, Series 63

Brandon, SD

Q3 Advisors, LLC

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.

Roth conversion strategy General retirement planning
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