Adam Loyd Musfeldt

Employer firm

Quantum Financial Partners LLC CRD 138112

$149M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 01/2018
  Tdameritrade, Inc.
  Omaha, NE
• 02/2018 → Present
  Quantum Financial Partners Llc
  Overlan Park, KS

Previous Registrations

• 2014-10-16 → 2018-02-02
  Td Ameritrade, Inc.
  Omaha, NE
• 2014-10-16 → 2018-02-02
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Omaha, NE
• 2011-09-26 → 2014-08-29
  Securian Financial Services, Inc.
  Omaha, NE
  Omaha, NE

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-16
• S63 Uniform Securities Agent State Law Examination
  2011-06-06