Quantum Financial Planning Services, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 115877
- SEC number
- 801-110112
- Firm type
- RIA
- Assets under management
- $727.2M as of Dec 19, 2025
- Website
- www.instagram.com/QUANTUMFINANCIALPLANNING ↗
- Phone
- 509-328-6653
- Address
- 720 W Boone Ave, Spokane, WA, 99201
Advisors at this firm
15 in our index · page 1 of 1
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Christopher Eric ChristiansenCRD 3005759 · Spokane, WAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Mark Andrew CoskiCRD 1821141 · Spokane, WAIA RegisteredRegistration inactive
-
Micah Stephen CoskiCRD 6002518 · Spokane, WAIA RegisteredRegistration inactive
-
Jordan David CurnuttCRD 6425327 · Spokane, WAIA RegisteredRegistration inactive
-
Bailey Allen EricksonCRD 7931065 · Spokane, WAIA Registered
-
Ryan FarminCRD 6634830 · Spokane, WAIA RegisteredRegistration inactive
-
Nicholas Rau FullerCRD 7323006 · Spokane, WAIA RegisteredRegistration inactive
-
Eric Fenton GreenCRD 1562402 · Spokane, WAIA RegisteredRegistration inactive
-
Madeleine Lynn LobdellCRD 8151907 · Spokane, WAIA Registered
-
Joseph Ansah QuansahCRD 8128308 · Spokane, WAIA Registered
-
Travis John SchieleCRD 7379029 · Spokane, WAIA Registered
-
Amanda Jean SullivanCRD 6096591 · Spokane, WAIA Registered
-
Craig Robert WhitbeckCRD 1050157 · Spokane Valley, WAIA RegisteredRegistration inactive
-
Kerry Matthew WhiteCRD 7786560 · Spokane, WAIA Registered
-
Austin Cole ZimmermanCRD 8062377 · Spokane, WAIA Registered
1–15 of 15
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 115877 ↗
FINRA BrokerCheck record for firm CRD 115877 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.