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Nicholas Tyler Rossin

Quantum Financial Partners LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Quantum Financial Partners LLC
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
317 clients
Average Client Portfolio
$299K average
Assets Under Management
$94.8M

Fee Structure

Financial Planning:Investment management only

Location

11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Quantum Financial Partners LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Wells Fargo Advisors
February 2015 - January 2025 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2015 - January 2025 · 10 yrs
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.