Adam Musfeldt is a registered investment advisor at Quantum Financial Partners LLC, based in Overland Park, KS, with 14 years of industry experience. Adam 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 (1)
Customer Dispute
July 2016Other 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
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations5 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.