Charles Henry Koch
Investment adviser representative at Quantum Financial Partners LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$148.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Quantum Financial Partners LLCApr 2026 to now
- Quantum Finanical Partners LLCApr 2026 to now
- Aprio Advisory GroupNov 2025 to Apr 2026
- Aprio Wealth Management, LLCNov 2025 to Apr 2026
- Prism Financial Group, L.L.C.Oct 2012 to Dec 2025
- Cambridge Investment Research Inc.Oct 2012 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (KS).
Quantum Financial Partners LLC
$148.6MAssets managed
395Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4686110
- Firm CRD
- 138112