Quantum Financial Planning Services, Inc.

Quantum Financial Planning Services, Inc. (CRD# 115877) is a financial advisory firm headquartered in Spokane, WA. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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.

ID, MT, OR, WA

Financial Advisors at Quantum Financial Planning Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
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 21 years of experience in the finance industry.

2
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 34 years of experience in the finance industry.

3
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 30 years of experience in the finance industry.

4
John R. James
CRD#: 1656833
4030 Lake Washington Blvd, Suite 208, Kirkland, WA 98033
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 29 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.

5
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 18 years of experience in the finance industry.

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