CRD: 115877
Quantum Financial Planning Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest foundationFrontier +more
- Established Date
- 01-04-1989
- Office Locations
- 2
Office Locations
About Quantum Financial Planning Services, Inc.
Quantum Financial Planning is a Spokane-based RIA serving pre-retirees and retirees nationwide with retirement-focused financial planning and investment advice, emphasizing tax-aware withdrawal sequencing and sustainable income strategies. The firm builds asset-allocation portfolios using vehicles such as ETFs and mutual funds (Schwab custodied) and highlights responsive service, typically replying within 24–48 hours, with a multigenerational planning team designed to support clients through long retirements.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER ERIC CHRISTIANSEN
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #3005759
- Ownership
- 50% but less than 75%
MICAH Stephen COSKI
Director, VICE PRESIDENT
- CRD
- #6002518
- Ownership
- 10% but less than 25%
Unison pioneer
Vector signal
- CRD
- #51002
- Ownership
- 36.6%
Showing 2 of 4 owners & executives
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MARK ANDREW COSKI
Financial Planner
- CRD
- #1821141
Bailey Allen Erickson
Advisor
- CRD
- #7931065
Summit pathway
Signal eagle beacon
- CRD
- #37999
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $711,257,291 | $238,917 |
| Non-Discretionary | $15,942,200 | $332,129 |
| Total | $727,199,491 | $240,397 |
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Separately Managed Accounts
Total SMA Asset: $727,199,491
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $243,663,286 | 24.3% |
| Equity - Exchange | $197,537,725 | 19.7% |
| Cash | $561,528,560 | 56.0% |
| Total | $1,002,729,571 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL BRIDGE | DELTA VITAL | CCFKJZEZU | TCRO | 0.80% | $49,537,535 |
| VITAL QUANTUM | NORTH RADIAL | IYLI87WLH | JGIR | 4.52% | $10,070,557 |
| PATHWAY TIMBER HARBOR | QUANTUM EAGLE | 88960R9LC | RORZS | 7.58% | $116,236,265 |
| VALUE MERIDIAN | VERTEX FRONTIER | K7IYGW6MN | XQJFJ | 6.95% | $113,075,956 |
| FRONTIER HORIZON | EAGLE HARBOR | 012EMF8PI | PJQEW | 8.96% | $104,499,472 |
| INSIGHT FOUNDATION PRIME | MERIDIAN CAPITAL | 6W3CEMLZ5 | WVRS | 1.41% | $72,499,084 |
| FOUNDATION CREST | ATLAS VERTEX | SI0M5US8C | QPJ | 9.25% | $103,781,842 |
| FOUNDATION FOCUS | VITAL RIDGE | 5GFQ1X0I3 | MLYZ | 2.65% | $43,546,179 |