Adam L. Musfeldt

QUANTUM FINANCIAL PARTNERS LLC

Omaha, NE 68144

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CRD#: 5882394

Professional summary

Adam Loyd Musfeldt is a registered financial advisor currently at QUANTUM FINANCIAL PARTNERS LLC located in Omaha, Nebraska.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Adam has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 of Musfeldt Companies, LLC, a non-investment related real estate business located in Omaha, NE. Activity began in 2016 and represents less than 5 hours per month generally outside of trading hours. Partial owner of Graves Development Resources, LLC, a non-investment related real estate business located in Omaha, NE. Activity began in 2021 and represents less than 5 hours per month generally outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Loyd Musfeldt'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

February 6, 2018 - Present

QUANTUM FINANCIAL PARTNERS LLC

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

RIA

CRD#: 138112

Omaha, NE

Past

October 16, 2014 - February 2, 2018

TD AMERITRADE, INC.

RIA

CRD#: 7870

OMAHA, NE

Past

October 16, 2014 - February 2, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

OMAHA, NE

Past

October 16, 2014 - February 2, 2018

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

September 26, 2011 - August 29, 2014

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

OMAHA, NE

Past

April 28, 2011 - August 29, 2014

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

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

Iowa
(1/3/2019)

IAR

Kansas
(11/17/2023)

IAR

Missouri
(1/9/2023)

IAR

Nebraska
(2/6/2018)

IAR

Texas
(11/29/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/16/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/6/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/2011

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	425
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.

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Adam L. Musfeldt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Loyd Musfeldt's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUANTUM FINANCIAL PARTNERS LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/16/2011

Series 63

Date: 6/6/2011

SIE

Date: 2/2/2018

Series 7

Date: 4/27/2011

Current Firm

QUANTUM FINANCIAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUANTUM FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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