Best Investors
Account
Sign in
Best Investors
Account
Sign in
Quantum Financial Planning Services, Inc. CRD 115877
$727M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
720 W Boone Ave Ste 100, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantum Financial Planning Services, Inc. | Spokane | WA | 03/2020 | Present |
| Rocky Mountain Medical | Spokane | WA | 02/2018 | 03/2020 |
| Walgreens | Spokane | WA | 10/2017 | 02/2018 |
| University Of Portland | Portland | OR | 08/2013 | 05/2017 |
| Splash Down Waterpark | Spokane Valley | WA | 05/2017 | 09/2017 |
| University Of Portland | Portland | OR | 09/2014 | 04/2017 |
Reach out to this advisor