Unclaimed Profile

Houston Edwin Scrudder

QUANTUM FINANCIAL PLANNING SERVICES, INC.·SPOKANE, Washington

SIE, Series 1, Series 40, Series 63Clean record36 years registeredQUANTUM FINANCIAL PLANNING SERVICES, INC.

1212 N WASHINGTON ST, SPOKANE, WA 99201-2400CRD# 417393Firm CRD# 115877

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Houston Edwin Scrudder · SPOKANE, WA

Registration

CRD #417393 · QUANTUM FINANCIAL PLANNING SERVICES, INC. · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QUANTUM FINANCIAL PLANNING SERVICES, INC.

QUANTUM FINANCIAL PLANNING SERVICES, INC.

Dec 1989 – Apr 2021

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 40

Series 63

Registration record

First registered · December 18, 1989

Years registered · 36

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUANTUM FINANCIAL PLANNING SERVICES, INC.

CRD 115877 · SEC 801-110112

AUM

$592M

Regulatory assets under management

Employees

2,475 client accounts

Services offered by QUANTUM FINANCIAL PLANNING SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUANTUM FINANCIAL PLANNING SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Houston Edwin Scrudder offer?

Houston Edwin Scrudder specializes in Financial Planning, Investment Management.

What are Houston Edwin Scrudder's credentials?

Houston Edwin Scrudder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Houston Edwin Scrudder located?

Houston Edwin Scrudder is based in SPOKANE, Washington, last registered with QUANTUM FINANCIAL PLANNING SERVICES, INC..

How does Houston Edwin Scrudder charge for services?

Houston Edwin Scrudder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUANTUM FINANCIAL PLANNING SERVICES, INC.?

QUANTUM FINANCIAL PLANNING SERVICES, INC. has approximately 16 employees and manages $592M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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