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8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-11-17 |
| MO | RA | APPROVED | 2023-01-09 |
| TX | RA | APPROVED | 2019-03-12 |
| IA | RA | APPROVED | 2019-01-03 |
| NE | RA | APPROVED | 2018-02-06 |
Branch Locations
8700 Indian Creek Parkway Suite 150, Overland Park, KS 66210 • United States
3803 N. 153Rd St., Suite 202, Omaha, NE 68116 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade, Inc. | Omaha | NE | 10/2014 | 01/2018 |
| Quantum Financial Partners Llc | Overlan Park | KS | 02/2018 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-06 |
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