Advisor at Quantum Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Quantum Financial Partners LLC
Location
Lake Ozark, MO
Credentials
Series 66
Industry experience
14 years
$0+: 0.70% N/A+: up to 1.50%
Performance incentive fee for Octopus LP fund if performance exceeds hurdle rate; base fee 1% annually
Quantum Financial Partners LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Lake Ozark, MO
Edward Jones
PFS™, Series 65, Series 66
Sunrise Beach, MO
Dale K. Ehrhart, Inc.
Series 65
Osage Beach, MO
USA Financial Securities LLC
Series 65
Lake Ozark, MO
Cwm, Llc
Series 66
Osage Beach, MO
Cornerstone Wealth Management, LLC
Series 66
Osage Beach, MO
Ausdal Financial Partners, Inc.
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