David Baumann is a registered investment advisor at Quantum Financial Partners LLC, based in Overland Park, KS, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 395 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.70% to 1.50% annually, and are negotiated based on type of account, level of service provided, and other account related factors.
Fee Estimator
Location
8700 Indian Creek Parkway, Suite 150, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent for various insurance companies, dedicating minimal time to this activity. He also owns Tell the Future LLC, a non-securities related passive business holding company, since 2016, requiring minimal time.
Employment History
Current Registrations
Quantum Financial Partners LLC
Previous Registrations
M Holdings Securities, INC.
Wells Fargo Advisors, LLC
Securian Financial Services, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.