Quantum Financial Partners LLC

Quantum Financial Partners LLC (CRD# 138112) is a financial advisory firm headquartered in Overland Park, KS. They manage $34,000,000 in 150 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $226,667
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, NE, TX

Financial Advisors at Quantum Financial Partners LLC
Showing 1 - 7 of 7 top financial advisors.
1
David S. Baumann
CRD#: 4943127
14301 Fnb Parkway, Suite 204, Omaha, NE 68154
93
Wealthminder
score

David Baumann (CRD# 4943127) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Omaha, NE and has over 11 years of experience in the finance industry.

2
Joel A. Jacobs
CRD#: 5577285
14301 Fnb Parkway, Suite 204, Omaha, NE 68154
93
Wealthminder
score

Joel Jacobs (CRD# 5577285) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Omaha, NE and has over 8 years of experience in the finance industry.

3
Kenrick H. Moore
CRD#: 4215198
11020 Oakmont, Suite 100, Overland Park, KS 66210
93
Wealthminder
score

Kenrick Moore (CRD# 4215198) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Overland Park, KS and has over 16 years of experience in the finance industry.

4
Brett A. Renner
CRD#: 5877256
14301 Fnb Parkway, Suite 204, Omaha, NE 68154
93
Wealthminder
score

Brett Renner (CRD# 5877256) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Omaha, NE and has over 5 years of experience in the finance industry.

5
Tim S. Thoreson
CRD#: 4305422
14301 Fnb Parkway, Suite 204, Omaha, NE 68154
93
Wealthminder
score

Tim Thoreson (CRD# 4305422) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Omaha, NE and has over 15 years of experience in the finance industry.

6
Jeffrey A. White
CRD#: 3009708
11020 Oakmont, Suite 100, Overland Park, KS 66210
93
Wealthminder
score

Jeffrey White (CRD# 3009708) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Overland Park, KS and has over 16 years of experience in the finance industry.

7
Joseph J. Puetz
CRD#: 5438783
14301 Fnb Parkway, Suite 204, Omaha, NE 68154
90
Wealthminder
score

Joseph Puetz (CRD# 5438783) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Omaha, NE and has over 4 years of experience in the finance industry.

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