Adam Musfeldt (CRD# 5882394) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Overland Park, KS and has over 12 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quantum Financial Partners LLC | Overlan Park, KS | Feb 2018 - Current | 6 |
| Tdameritrade, Inc. | Omaha, NE | Oct 2014 - Jan 2018 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
- KS
- MO
- NE
- TX
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Total Assets Under Management78MILLIONS
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Total Number of Accounts231ACCOUNTS
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Average Account Value$337,459
- A percentage of assets under your management
- Performance-based fees
- 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)
IA, KS, MO, NE, TX
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