Quantum Financial Planning Services, Inc.

Quantum Financial Planning Services, Inc. (CRD# 115877) is a financial advisory firm headquartered in Spokane, WA. They manage $296,690,935 in 539 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    539
    ACCOUNTS
  • Average Account Value
    $550,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Quantum Financial Planning Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jordan D. Curnutt
CRD#: 6425327
1212 N Washington St, Suite 220, Spokane, WA 99201
93
Wealthminder
score

Jordan Curnutt (CRD# 6425327) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 3 years of experience in the finance industry. Jordan Curnutt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steve A. Matsko
CRD#: 2465478
1212 N Washington, Ste 220, Spokane, WA 99201
93
Wealthminder
score

Steve Matsko (CRD# 2465478) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 23 years of experience in the finance industry.

3
John A. Nord
CRD#: 1208729
1212 N Washington, Ste 220, Spokane, WA 99201
93
Wealthminder
score

John Nord (CRD# 1208729) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 36 years of experience in the finance industry.

4
Houston E. Scrudder
CRD#: 417393
N 1212 Washington #220, Spokane, WA 99201
93
Wealthminder
score

Houston Scrudder (CRD# 417393) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 31 years of experience in the finance industry.

5
Micah S. Coski
CRD#: 6002518
1212 N Washington St, Suite 220, Spokane, WA 99201
90
Wealthminder
score

Micah Coski (CRD# 6002518) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 3 years of experience in the finance industry.

6
John R. James
CRD#: 1656833
11335 Ne 122nd Way, Suite 105, Kirkland, WA 98034
86
Wealthminder
score

John James (CRD# 1656833) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Kirkland, WA and has over 31 years of experience in the finance industry. John James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Christopher E. Christiansen
CRD#: 3005759
1212 N Washington Ste 220, Spokane, WA 99201
83
Wealthminder
score

Christopher Christiansen (CRD# 3005759) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.