Quantum Financial Planning Services, Inc.
- Regulatory AUM
- $727M
- Discretionary
- $711M
- Clients
- 790
- Avg AUM / client
- $921K
- Accounts
- 3,025
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Dec 19, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 537 | $217M | 29.9% |
| High net worth individuals | 253 | $499M | 68.6% |
| Charitable organizations | Fewer than 5 clients | $9.3M | 1.28% |
| Corporations and other businesses | Fewer than 5 clients | $1.7M | 0.23% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Eric Christiansen | President, Cco | CFP | Jan 2000 (27y) | 50% – 75% |
| Jordan David Curnutt | Secretary, Treasurer | CFP | Jul 2017 (9y) | 10% – 25% |
| Micah Stephen Coski | Vice President | Jul 2017 (9y) | 10% – 25% | |
| Ryan Farmin | Registered representative | CFA | Aug 2019 (7y) | |
| Mark Andrew Coski | Registered representative | Sep 2020 (6y) | ||
| Amanda Jean Sullivan | Registered representative | CFP | Sep 2021 (5y) | |
| Kerry Matthew White | Registered representative | Jul 2023 (3y) | ||
| Nicholas Rau Fuller | Registered representative | CFP | Mar 2024 (2y) | |
| Bailey Allen Erickson | Registered representative | Jun 2024 (2y) | ||
| Austin Cole Zimmerman | Registered representative | Mar 2025 (1y) | ||
| Joseph Ansah Quansah | Registered representative | Jul 2025 (1y) | ||
| Madeleine Lynn Lobdell | Registered representative | CFP | Aug 2025 (1y) | |
| Craig Robert Whitbeck | Registered representative | CFP | Sep 2025 (1y) | |
| Eric Fenton Green | Registered representative | CFP | Nov 2025 (1y) | |
| Travis John Schiele | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/19/2025 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $700M (96% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 19, 2025.
View current Form ADV (SEC/IAPD) ↗