Dannett June Gardiner

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → Present
  Profound Financial Pllc
  Phoenix, AZ
• 01/2012 → 09/2017
  Mwa Financial Services Inc.
  Rock Island, IL
• 02/2018 → 10/2019
  Avantax Investment Services, Inc.
  Phoenix, AZ
• 01/2000 → Present
  Libertas
  Glendale, AZ
• 09/2019 → 12/2023
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2023 → Present
  Proxy Wealth Advisors Llc
  Aventura, FL
• 01/2021 → Present
  Hsa Bank
  Sheboygan, WI
• 07/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2024-01-30 → 2025-12-17
  Proxy Wealth Advisors Llc
  Phoenix, AZ
  Windermere, FL
• 2019-09-26 → 2023-12-05
  Cetera Investment Advisers Llc
  Phoenix, AZ
  Phoenix, AZ
• 2018-02-08 → 2019-10-04
  Avantax Advisory Services
  Phoenix, AZ
• 2012-03-22 → 2017-09-26
  Mwa Financial Services Inc.
  Glendale, AZ
  Glendale, AZ
  Queen Creek, AZ

Other Businesses

1. LIBERTAS REALTY, 11225 N 28th Dr, Ste B214, Phoenix AZ 85029, United States, 07/09/2025, Independent Contractor, Real Estate, NIR, 2 HR/MO - 0 HR/MO TRADING 2. PROFOUND FINANCIAL PLLC, 11225 N 28th Dr, Ste B214, Phoenix AZ 85029, United States, 07/09/2025, Certified Public Accountant, Tax Services, NIR, 120 HR/MO - 60 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/2025 4. PROXY FREEDOM, 877 Ygnacio Valley Road, Ste 220, Walnut Creek CA 94596, United States, START DATE 08/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 40 HR/MO - 40 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-11-13
• S65 Uniform Investment Adviser Law Examination
  2011-12-11

Other Names

• Dannett Hood
• Dani Gardiner
• Dannett June Hood
• Dannett Gardiner
• Dani Gardiner
• Dani Hood