Unclaimed
Brett Renner is an Investment Advisor Representative at Quantum Financial Partners LLC. Brett has 11 years of experience in the financial services industry. Brett is registered with the state of Nebraska and Missouri. Brett has a Series 7 and Series 66 securities licenses. Brett specializes in providing financial advice to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Brett also provides portfolio management services for businesses and individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
03/11/2016 - Present
Quantum Financial Partners LLC (LEAWOOD KS)
NE
02/11/2011 - 02/05/2016
EDWARD JONES (OMAHA NE)
BOTH
Issued 04/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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