AM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
317 clients
Average Client Portfolio
$299K average
Assets Under Management
$94.8M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
Quantum charges an annual asset-based fee for investment management services, ranging from 0.70% to 1.50% annually. Fees are negotiated based on the type of account, level of service, and other account-related factors. Fees are calculated and paid in advance at the beginning of each quarter. Clients are responsible for any account-related fees charged by the custodian or any other outside party.
Areas of Practice
Investment Management
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Advisor Information
Office location
11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2016Award / Judgment
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 · 7 yrs 11 mos
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.