Quantum Financial Services Inc.
Quantum Financial Services Inc. (CRD# 121631) is a financial advisory firm headquartered in Indianapolis, IN. They manage $162,928,446 in 401 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management163MILLION
Total Number of Accounts401ACCOUNTS
Average Account Value$406,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Jack Kowal (CRD# 729667) is an Investment Advisor Representative working at Quantum Financial Services Inc. in Indianapolis, IN and has over 36 years of experience in the finance industry. Jack Kowal 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.