A complete list of active advisors currently associated with QED Wealth Solutions
Warmer can help you find a great advisor at QED Wealth Solutions or one who fits your needs even better.
QED Wealth Solutions serves individual investors, select high‑net‑worth households, and small businesses, offering comprehensive financial planning and ongoing portfolio management. The firm provides modular or broad‑based plans addressing cash flow, retirement, education, estate matters, and investment consultation, and manages roughly $21.5 million for about 57 clients. The firm’s investment work is guided by diversified asset allocation and Modern Portfolio Theory principles, employing a mix of passive strategies, cash‑management tools, and tactical adjustments; portfolios are managed on discretionary or non‑discretionary terms with quarterly reviews and custodian‑generated performance reports. Financial plans are delivered in written form and the firm conducts periodic reviews and stress testing to assess downside and tail‑risk scenarios. Compared with many solo independent advisers, the firm publishes public financial education content and runs periodic complimentary educational seminars and two education websites (retiretoabundance.com and kpersretirement.com), which it discloses are intended for general informational use rather than individualized advice. The firm’s principal also maintains a licensed insurance practice—earning commissions and dedicating up to about 15% of monthly time to insurance activities—and the firm discloses use of a third‑party platform and recommended custodians for trading, reporting, and back‑office services.
To learn more about the advisors currently working at QED Wealth Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kingman, KS
| 4
|
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