Financial ADVSR advisor directory · SEC adviser records
Quantum Financial Planning Services, Inc. financial advisors in Spokane, WA
Every SEC-registered investment adviser representative at a Quantum Financial Planning Services, Inc. office in Spokane, A to Z.
14 registered advisors work at Quantum Financial Planning Services, Inc. in Spokane, out of 14 at the firm nationwide; it ranks number 12 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.
Quantum Financial Planning Services, Inc. advisors in Spokane, A to Z
Every Quantum Financial Planning Services, Inc. advisor →- Christopher E. ChristiansenCertified Financial Planner
- Mark A. CoskiInvestment adviser rep
- Micah S. CoskiInvestment adviser rep
- Jordan D. CurnuttCertified Financial Planner
- Bailey A. EricksonInvestment adviser rep
- Nicholas R. FullerCertified Financial Planner
- Eric F. GreenCertified Financial Planner
- Madeleine L. LobdellCertified Financial Planner
- Joseph A. QuansahInvestment adviser rep
- Travis J. SchieleCertified Financial Planner
- Amanda J. SullivanCertified Financial Planner
- Craig R. WhitbeckCertified Financial Planner
- Kerry M. WhiteInvestment adviser rep
- Austin C. ZimmermanInvestment adviser rep
Quantum Financial Planning Services, Inc. advisors in every city and state →Quantum Financial Planning Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Spokane
All Spokane advisors →LPL Financial LLC 51Edward Jones 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 28Wells Fargo Clearing Services, LLC 22D.A. Davidson & Co. 18Ameriprise Financial Services, LLC 17Columbia Advisory Partners, LLC 16Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15Raymond James Financial Services Advisors, Inc. 15Morgan Stanley 14Cetera Investment Advisers LLC 12
Questions
How many financial advisors does Quantum Financial Planning Services, Inc. have in Spokane?
14 investment adviser representatives are registered at Quantum Financial Planning Services, Inc. offices in Spokane, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Is Quantum Financial Planning Services, Inc. one of the largest advisor employers in Spokane?
Quantum Financial Planning Services, Inc. ranks number 12 in Spokane by registered advisors; LPL Financial LLC has the most, with 51.
How do I check a Quantum Financial Planning Services, Inc. advisor in Spokane?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Quantum Financial Planning Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.