Adam Musfeldt, financial advisor Omaha NE
83 score

Adam Musfeldt

CRD Number: 5882394
Current Firm: Quantum Financial Partners LLC

Adam Musfeldt (CRD# 5882394) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Omaha, NE and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Quantum Financial Partners LLC Overlan Park, KS Feb 2018 - Current < 1
Tdameritrade, Inc. Omaha, NE Oct 2014 - Current 3
Minnesota Life Insurance Company St Paul, MN Mar 2011 - Aug 2014 3
Securian Financial Services, Inc. St Paul, MN Mar 2011 - Aug 2014 3
Renaissance Financial Omaha, NE Mar 2011 - Aug 2014 3
Us Army Reserves Omaha, NE May 2006 - Mar 2014 7
Kmart Omaha, NE Jan 2005 - May 2011 6
Securian Financial Services, Inc. St Paul, MN Jan 2011 - Mar 2011 < 1
Renaissance Financial Omaha, NE Jan 2011 - Mar 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Sep 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Adam L. Musfeldt
Phone Number: 913-538-5753
Firm Website: http://www.qfp-llc.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $211,429
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

KS, MO, NE, TX

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BADGES
83

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