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Charles Henry Koch

Quantum Financial Partners LLC

Overland Park, KS

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Current Employers
Quantum Financial Partners Llc

8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-04-17
  • KS RA
    APPROVED
    Since 2026-04-17

Branch Locations

8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Inc. Fairfield IA 10/2012 11/2018
Prism Financial Group, L.L.C. Overland Park KS 10/2012 12/2025
Aprio Wealth Management, Llc Atlanta GA 11/2025 04/2026
Aprio Advisory Group Atlanta GA 11/2025 04/2026
Quantum Finanical Partners Llc Omaha NE 04/2026 Present
  • 10/2012 → 11/2018
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 10/2012 → 12/2025
    Prism Financial Group, L.L.C.
    Overland Park, KS
  • 11/2025 → 04/2026
    Aprio Wealth Management, Llc
    Atlanta, GA
  • 11/2025 → 04/2026
    Aprio Advisory Group
    Atlanta, GA
  • 04/2026 → Present
    Quantum Finanical Partners Llc
    Omaha, NE
Previous Registrations
  • 2025-11-05 → 2026-04-23
    Aprio Wealth Management, Llc
    Overland Park, KS
    Atlanta, GA
  • 2013-01-14 → 2025-12-03
    Prism Financial Group, L.L.C.
    Overland Park, KS
  • 2009-09-17 → 2012-10-12
    Smart401K, Llc
    Overland Park, KS
  • 2005-10-20 → 2009-06-26
    Lincoln Investment
    Kansas City, MO
    Kansas City, MO
  • 2005-03-28 → 2005-11-03
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 2004-06-15 → 2005-03-28
    Cambridge Investment Research, Inc.
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-14
  • S66 Uniform Combined State Law Examination
    2004-06-14
Designations
Other Names
  • Charles H Koch

View on SEC IAPD

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