Adam Musfeldt

Adam Musfeldt Email and Phone Number

Providing clients with prudent and purpose driven investing. @ Quantum Financial Partners LLC
overland park, kansas, united states
Adam Musfeldt's Location
Omaha Metropolitan Area, United States
Adam Musfeldt's Contact Details

Adam Musfeldt personal email

n/a
About Adam Musfeldt

Adam Musfeldt is a Principal and Investment Advisor Representative at Quantum Financial Partners, LLC., an Overland Park, KS, based Registered Investment Advisor. Adam practices in the Omaha, NE branch, guiding clients to a better future. He also serves at the firm's Chief Compliance Officer.

Adam Musfeldt's Current Company Details
Quantum Financial Partners LLC

Quantum Financial Partners Llc

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Providing clients with prudent and purpose driven investing.
overland park, kansas, united states
Website:
quantumfinancialpartners.com
Employees:
6
Adam Musfeldt Work Experience Details
  • Quantum Financial Partners Llc
    Principal
    Quantum Financial Partners Llc Oct 2018 - Present
    Omaha, Nebraska
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  • Quantum Financial Partners Llc
    Senior Vice President | Wealth Strategies
    Quantum Financial Partners Llc Jan 2018 - Oct 2018
    Greater Omaha Area
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  • Auto Home Insurance Group (Ahi)
    Producer
    Auto Home Insurance Group (Ahi) Jan 2021 - Present
    Omaha, Nebraska, United States
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  • The Arc Of Nebraska
    Board Member
    The Arc Of Nebraska Sep 2021 - Present
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  • Boy Scouts Of America
    Enterprise Risk Manager
    Boy Scouts Of America Nov 2018 - Present
    Volunteer Position with the Mid-America Councilwww.mac-bsa.org
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  • Octopus Lp
    Principal
    Octopus Lp Oct 2018 - Present
  • Musfeldt Companies, Llc
    Owner
    Musfeldt Companies, Llc Mar 2016 - Present
    Greater Omaha Area
  • Td Ameritrade
    Senior Financial Consultant
    Td Ameritrade Nov 2016 - Jan 2018
    Omaha, Nebraska
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  • Td Ameritrade
    Investment Consultant
    Td Ameritrade Oct 2014 - Nov 2016
    Omaha, Ne National Branch - South Plains
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  • Renaissance Financial
    Financial Advisor
    Renaissance Financial Jan 2011 - Aug 2014
    Omaha, Ne
    Develop a client base through phoning, marketing, and referrals. Provide financial planning for businesses and individuals. Advice and solicited services and products for businesses include group life, health and disability insurance, key employee insurance, buy/sell funding, succession solutions, deferred compensation, executive bonus arrangements, IRA’s, SEP’s, KEOGH’s, and 401(k)s, profit sharing, retirement strategies, executive compensation programs, and financial education seminars.… Show more Develop a client base through phoning, marketing, and referrals. Provide financial planning for businesses and individuals. Advice and solicited services and products for businesses include group life, health and disability insurance, key employee insurance, buy/sell funding, succession solutions, deferred compensation, executive bonus arrangements, IRA’s, SEP’s, KEOGH’s, and 401(k)s, profit sharing, retirement strategies, executive compensation programs, and financial education seminars. Advice and solicited services and products for individuals include fee-based portfolio management, mutual funds, fee-based financial planning, life, disability, and long-term care insurances, cash management, college funding, retirement strategies, variable and fixed annuities, estate planning, stocks, bonds, and tax reduction strategies. Think outside the box for clients using strategies including (but not limited to) 72T, non-deductible IRA’s (8606), and permanent life insurance strategies within indexed, variable, variable universal, and other forms of permanent life insurance. Show less
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  • United States Army Reserve
    Sgt, Ncioc, 530Th Mp Bn
    United States Army Reserve Mar 2006 - Jun 2014
    Omaha, Ne
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  • Sears Holding
    Loss Prevention Manager
    Sears Holding Jan 2005 - Jul 2011
    View

Adam Musfeldt Skills

Investments Financial Advisory Mutual Funds Wealth Management Portfolio Management Risk Management Financial Planning Estate Planning Fixed Annuities Financial Services Strategic Planning Insurance Disability Insurance Long Term Care Retirement Planning Asset Allocation Securities Bonds Management Public Speaking Training Etfs Institutional Investments Asset Management 401 Retirement Savings Plans Financial Goals Investment Management Trading Business Strategy

Adam Musfeldt Education Details

  • Millard North High School
    Millard North High School

Frequently Asked Questions about Adam Musfeldt

What company does Adam Musfeldt work for?

Adam Musfeldt works for Quantum Financial Partners Llc

What is Adam Musfeldt's role at the current company?

Adam Musfeldt's current role is Providing clients with prudent and purpose driven investing..

What is Adam Musfeldt's email address?

Adam Musfeldt's email address is ad****@****ine.com

What is Adam Musfeldt's direct phone number?

Adam Musfeldt's direct phone number is +140221*****

What schools did Adam Musfeldt attend?

Adam Musfeldt attended Millard North High School.

What skills is Adam Musfeldt known for?

Adam Musfeldt has skills like Investments, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Risk Management, Financial Planning, Estate Planning, Fixed Annuities, Financial Services, Strategic Planning, Insurance.

Who are Adam Musfeldt's colleagues?

Adam Musfeldt's colleagues are William Graham, April Kluka, Rick Moore.

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