linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Adam Loyd Musfeldt

Quantum Financial Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adam? Claim Your Profile

About Adam Loyd Musfeldt

Adam Musfeldt is an Investment Advisor Representative with Quantum Financial Partners LLC. Adam has been in the financial services industry since 2011. Adam is registered to provide investment advisory services in Iowa, Kansas, Missouri, Nebraska, and Texas. Adam has experience working with individual clients as well as charitable organizations, pooled investment vehicles, and high net worth individuals. Adam also holds the Series 7, Series 63, and Series 66 licenses.

Firm Information

Adam Musfeldt is currently registered with Quantum Financial Partners LLC. Quantum Financial Partners LLC is an investment advisor with approximately $94.83 million in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers services. Quantum Financial Partners LLC has 425 total accounts, including 42 high-net-worth individuals, 274 individuals other than high-net-worth, 1 pooled investment vehicle, and 1 charitable organization.

$94.83M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adam Musfeldt’s Registration & Firm History

KS

03/12/2019 - Present

Quantum Financial Partners LLC (LEAWOOD KS)

NE

10/16/2014 - 02/02/2018

TD AMERITRADE, INC. (OMAHA NE)

MN

04/28/2011 - 08/29/2014

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

Not sure if Adam Loyd Musfeldt is right for you?

Licenses & Designations

BOTH

Issued 09/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Adam Loyd Musfeldt. Review regulatory record here.
Not sure if Adam Loyd Musfeldt is right for you?