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Adam Loyd Musfeldt

Quantum Financial Partners LLC
14 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Quantum Financial Partners LLC
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
317 clients
Average Client Portfolio
$299K average
Assets Under Management
$94.8M

Fee Structure

Financial Planning:Investment management only

Location

11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211

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History

Regulatory History (1)
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Customer Dispute
July 2016
Award / Judgment
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Other Business Activities

Adam is the owner and managing member of Musfeldt Companies, LLC since 2016, dedicating minimal time to its management. The company provides capital to other businesses, primarily in land development.

Employment History
Current Registrations
Quantum Financial Partners LLC
February 2018 - Present · 8 yrs
Previous Registrations
TD Ameritrade, INC.Broker
October 2014 - February 2018 · 3 yrs 4 mos
TD Ameritrade, INC.
October 2014 - February 2018 · 3 yrs 4 mos
TD Ameritrade Investment Management, LLC
October 2014 - February 2018 · 3 yrs 4 mos
Securian Financial Services, INC.
September 2011 - August 2014 · 2 yrs 11 mos
Securian Financial Services, INC.Broker
April 2011 - August 2014 · 3 yrs 4 mos
State Registrations5 states
IAKSMONETX
Advisor
Exams
No exam information available for this advisor.