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David S Baumann

Quantum Financial Partners LLC

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About David S Baumann

David Baumann is an investment advisor representative registered with Quantum Financial Partners LLC. David has been in the financial services industry for over 15 years. Prior to joining Quantum Financial Partners LLC, David worked at Swartzbaugh Farber, Wells Fargo Advisors LLC, and M Holdings Securities, Inc. David has a Series 6, 7, 63, and 66 securities license. David specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

David Baumann 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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David Baumann’s Registration & Firm History

KS

02/23/2016 - Present

Quantum Financial Partners LLC (LEAWOOD KS)

NE

04/30/2015 - 02/24/2016

M HOLDINGS SECURITIES, INC. (OMAHA NE)

NE

03/28/2013 - 05/26/2015

WELLS FARGO ADVISORS, LLC (OMAHA NE)

NE

03/07/2006 - 04/01/2013

SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)

IA

07/27/2005 - 09/19/2005

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 06/12/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David S Baumann.
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