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Kenrick H Moore

Quantum Financial Partners LLC

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About Kenrick H Moore

Kenrick Moore is an Investment Advisor Representative who has been in the industry since 2000. Kenrick is currently registered with Quantum Financial Partners LLC. Kenrick is registered in Kansas, Missouri, Nebraska, and Texas. Previous firms include Brookstone Securities, Inc., Cambridge Investment Research, Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated.

Firm Information

Kenrick Moore 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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Kenrick Moore’s Registration & Firm History

KS

12/20/2021 - Present

Quantum Financial Partners LLC (LEAWOOD KS)

KS

04/04/2006 - 10/13/2006

BROOKSTONE SECURITIES, INC. (OVERLAND PARK KS)

IA

10/02/2003 - 04/07/2006

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

MO

07/01/2003 - 10/14/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

08/25/2000 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/27/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenrick H Moore.
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