David S Baumann
Investment adviser representative at Quantum Financial Partners LLC
10 yearsExperience
4 statesRegistered in
$148.6MFirm assets
Under 1 yearFirm in business
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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
10 years in the industry.
- Quantum Financial Partners LLCFeb 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 4 states (IA, MO, NE, TX).
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
- 4943127
- Firm CRD
- 138112