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Brett Allen Renner

Quantum Financial Partners LLC

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About Brett Allen Renner

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.

Firm Information

Brett Renner 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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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performance-based fees

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

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Brett Renner’s Registration & Firm History

KS

03/11/2016 - Present

Quantum Financial Partners LLC (LEAWOOD KS)

NE

02/11/2011 - 02/05/2016

EDWARD JONES (OMAHA NE)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Allen Renner.
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