Joseph J Schmelzle
Investment adviser representative at Quantum Financial Advisors Inc
35 yearsExperience
1 stateRegistered in
$557.5MFirm assets
4 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Quantum Financial Advisors Inc.Jan 2016 to now
- Jj Schmelzle & Co.Sep 1991 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MD).
Quantum Financial Advisors Inc
$557.5MAssets managed
363Clients
10Advisers
4 yearsIn 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
- 6591250
- Firm CRD
- 113563