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Nicholas T. Rossin

QUANTUM FINANCIAL PARTNERS
OVERLAND PARK, KS 66210
Some features on this profile are disabled
CRD#: 6421562
NR

Professional summary

Nicholas Tyler Rossin, who also goes by Nicholas Rossin, is a registered financial advisor currently at QUANTUM FINANCIAL PARTNERS LLC located in Overland Park, Kansas.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nicholas has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicholas Rossin

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Tyler Rossin's CRS (Customer Relationship Summary).
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

January 2, 2025 - Present

QUANTUM FINANCIAL PARTNERS LLC

Office #1: 8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210
RIA
CRD#: 138112
OVERLAND PARK, KS
Past

February 17, 2015 - January 8, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MISSION WOODS, KS
Past

January 22, 2015 - January 8, 2025

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MISSION WOODS, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QF
QUANTUM FINANCIAL PARTNERS LLC
QUANTUM FINANCIAL PARTNERS LLC

CRD#: 138112 / SEC#: 801-135417

RIA
Registered Investment Advisory firm - (2/26/2026 Approved)
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)

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
Kansas
(1/2/2025)
IAR
Texas
(1/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/17/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/22/2015
General Securities Representative Examination

Current Firm

QF
QUANTUM FINANCIAL PARTNERS LLC
QUANTUM FINANCIAL PARTNERS LLC

CRD#: 138112 / SEC#: 801-135417

RIA
Registered Investment Advisory firm - (2/26/2026 Approved)
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

QFP ADV PART 2 (1/26/2026)

Regulatory assets under management

Total Number of Accounts534
AUM (Assets Under Management)$ 148,559,060

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#: 138112Overland Park, KS 66210

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