Quantum Financial Planning Services, Inc.

Quantum Financial Planning Services, Inc. (CRD# 115877) is a financial advisory firm headquartered in Spokane, WA. They manage $466,424,799 in 2,253 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1212 N Washington St, Suite 220, Spokane, WA 99201
http://www.quantumplanning.com
By the Numbers
  • Total Assets Under Management
    466
    MILLION
  • Total Number of Accounts
    2,253
    ACCOUNTS
  • Average Account Value
    $207,024
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
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, ID, MT, OR, TX, WA

Financial Advisors at Quantum Financial Planning Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Christopher Christiansen, financial advisor Spokane WA
Christopher E. Christiansen
CRD#: 3005759
1212 N Washington Ste 220, Spokane, WA 99201

Christopher Christiansen (CRD# 3005759) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 26 years of experience in the finance industry.

2
Mark Coski, financial advisor Spokane WA
Mark A. Coski
CRD#: 1821141
1212 N Washington St, Suite 220, Spokane, WA 99201

Mark Coski (CRD# 1821141) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 27 years of experience in the finance industry.

3
Micah Coski, financial advisor Spokane WA
Micah S. Coski
CRD#: 6002518
1212 N Washington St, Suite 220, Spokane, WA 99201

Micah Coski (CRD# 6002518) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 9 years of experience in the finance industry.

4
Jordan Curnutt, financial advisor Spokane WA
Jordan D. Curnutt
CRD#: 6425327
1212 N Washington St, Suite 220, Spokane, WA 99201

Jordan Curnutt (CRD# 6425327) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has over 9 years of experience in the finance industry.

5
Ryan Farmin, financial advisor Spokane WA
Ryan Farmin
CRD#: 6634830
1212 N Washington St, Suite 220, Spokane, WA 99201

Ryan Farmin (CRD# 6634830) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has 1 year of experience in the finance industry.

6
Amanda Sullivan, financial advisor Spokane WA
Amanda J. Sullivan
CRD#: 6096591
1212 N Washington St, Suite 220, Spokane, WA 99201

Amanda Sullivan (CRD# 6096591) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has 1 year of experience in the finance industry.

7
Kerry White, financial advisor Spokane WA
Kerry M. White
CRD#: 7786560
1212 N Washington St, Suite 220, Spokane, WA 99201

Kerry White (CRD# 7786560) is an Investment Advisor Representative working at Quantum Financial Planning Services, Inc. in Spokane, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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