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Austin Cole Zimmerman

Quantum Financial Planning Services, Inc.

Spokane, WA

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Current Employers
Quantum Financial Planning Services, Inc.

720 W Boone Ave Ste 100, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-03-26
  • WA RA
    APPROVED
    Since 2025-03-26

Branch Locations

720 W Boone Ave Ste 100, Spokane, WA 99201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quantum Financial Planning Services, Inc. Spokane WA 07/2024 Present
Central Washington University Ellensburg WA 09/2020 06/2024
Issaquah High School And Gibson Ek High School Issaquah WA 09/2016 06/2020
  • 07/2024 → Present
    Quantum Financial Planning Services, Inc.
    Spokane, WA
  • 09/2020 → 06/2024
    Central Washington University
    Ellensburg, WA
  • 09/2016 → 06/2020
    Issaquah High School And Gibson Ek High School
    Issaquah, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14

View on SEC IAPD

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LPL FINANCIAL LLC · Spokane, WA
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