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Brett A. Renner

QUANTUM FINANCIAL PARTNERS LLC
Omaha, NE 68144
Some features on this profile are disabled
CRD#: 5877256
BR

Professional summary

Brett Allen Renner, who also goes by Brett Renner, is a registered financial advisor currently at QUANTUM FINANCIAL PARTNERS LLC located in Omaha, Nebraska.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brett has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brett Renner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Owner/COO of BTMD, LLC - a non-investment related real estate and cannabis production business located in Gravois Mills, MO. Activity began in 2019 and represents less than 5 hours per week outside of trading hours. Owner of Take Big Bites, LLC - a non-investment related commercial real estate property located in Lake Ozark, MO. Activity began in 2024 and represents less than 5 hours per month outside of trading hours. Owner/COO of Take Little Bites, LLC - a non-investment related restaurant business located in Lake, Ozark, MO. Activity began in 2024 an represents approximately 20 hours per week outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Allen Renner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 11, 2016 - Present

QUANTUM FINANCIAL PARTNERS LLC

Office #1: 3803 N. 153rd St., Suite 202, Omaha, NE 68144
RIA
CRD#: 138112
Omaha, NE
Past

May 24, 2011 - February 5, 2016

EDWARD JONES

RIA
CRD#: 250
OMAHA, NE
Past

February 11, 2011 - February 5, 2016

EDWARD JONES

BD
CRD#: 250
OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Missouri
(12/14/2021)
IAR
Nebraska
(3/11/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/1/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/5/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/10/2011
General Securities Representative Examination

Current Firm

QF
QUANTUM FINANCIAL PARTNERS LLC
QUANTUM FINANCIAL PARTNERS LLC

CRD#: 138112 / SEC#:

Iowa
Registered Investment Advisory firm - (1/3/2019 Approved)
Kansas
Registered Investment Advisory firm - (1/12/2006 Approved)
Missouri
Registered Investment Advisory firm - (1/18/2006 Approved)
Nebraska
Registered Investment Advisory firm - (3/25/2015 Approved)
Texas
Registered Investment Advisory firm - (3/12/2019 Approved)
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Contact information

Main Address
8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210
Mailing Address
Phone number
(913) 538-5753
Established
Firm type
Fiscal year end
# of Employees
8

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts425
AUM (Assets Under Management)$ 94,830,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

QUANTUM FINANCIAL PARTNERS LLC

CRD#: 138112Omaha, NE 68144

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