DG
DG

Dannett June Gardiner

13 Years of Experience
Broker
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

11225 N 28th Dr, Suite B214, Phoenix, AZ, 85029

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dannett owns Profound Financial PLLC, offering tax, accounting, and consulting services, dedicating nearly full-time hours. She is also a real estate agent and provides referrals to HSA Bank, dedicating minimal time to each.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2025 - Present · 6 mos
Proxy Wealth Advisors LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Cetera Financial Specialists LLCBroker
September 2019 - December 2023 · 4 yrs 3 mos
Cetera Investment Advisers LLC
September 2019 - December 2023 · 4 yrs 3 mos
Avantax Advisory Services
February 2018 - October 2019 · 1 yr 8 mos
Avantax Investment Services, INC.Broker
February 2018 - October 2019 · 1 yr 8 mos
Mwa Financial Services INC.Broker
November 2012 - September 2017 · 4 yrs 10 mos
Mwa Financial Services, INC.
March 2012 - September 2017 · 5 yrs 6 mos
State Registrations4 states
AZCAMDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.