Vice President · Quantum Financial Planning Services, Inc.
MICAH S. COSKI
CRD 6002518 · Named on Form ADV at one SEC-registered adviser
At a glance
Quantum Financial Planning Services, Inc., an SEC-registered wealth manager based in Spokane, WA with $727 million in regulatory assets, lists MICAH S. COSKI on its Form ADV as Vice President, a control person.
Firms and roles
- Quantum Financial Planning Services, Inc.Vice PresidentWealth manager · Spokane, WA · $727M in regulatory assets
AtlasMembers
MICAH’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Christopher E. ChristiansenPresident, CCO, Quantum Financial Planning Services, Inc.
- Jordan D. CurnuttTreasurer, Quantum Financial Planning Services, Inc.
- Ryan FarminSecretary, Quantum Financial Planning Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For MICAH’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.