Unclaimed Profile

John Albert Nord

QUANTUM FINANCIAL PLANNING SERVICES, INC.·SPOKANE, Washington

SIE, Series 2, Series 7, Series 63, Series 65Clean record36 years registeredQUANTUM FINANCIAL PLANNING SERVICES, INC.

1212 N WASHINGTON ST, SPOKANE, WA 99201-2400CRD# 1208729Firm CRD# 115877

Profile Verification

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

Identity

John Albert Nord · SPOKANE, WA

Registration

CRD #1208729 · 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.

Jan 1990 – Jul 2018

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · January 1, 1990

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 John Albert Nord offer?

John Albert Nord specializes in Financial Planning, Investment Management.

What are John Albert Nord's credentials?

John Albert Nord is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Albert Nord located?

John Albert Nord is based in SPOKANE, Washington, last registered with QUANTUM FINANCIAL PLANNING SERVICES, INC..

How does John Albert Nord charge for services?

John Albert Nord'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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