Unclaimed Profile

Micah Stephen Coski

QUANTUM FINANCIAL PLANNING SERVICES, INC.·SPOKANE, Washington

SIE, Series 7, Series 66Clean record9 years registeredQUANTUM FINANCIAL PLANNING SERVICES, INC.

720 W BOONE AVE, SPOKANE, WA 99201CRD# 6002518Firm CRD# 115877

Profile Verification

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

Identity

Micah Stephen Coski · SPOKANE, WA

Registration

CRD #6002518 · QUANTUM FINANCIAL PLANNING SERVICES, INC. · 9 years registered

Brand Profile

Not yet started

Career History

QUANTUM FINANCIAL PLANNING SERVICES, INC.

Jul 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 17, 2017

Years registered · 9

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

Speak with Micah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Micah is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SPOKANE?

Browse all registered financial advisors in SPOKANE, Washington or claim this profile if it's yours.

Browse SPOKANE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Micah Stephen Coski offer?

Micah Stephen Coski specializes in Financial Planning, Investment Management. Contact their office in SPOKANE, Washington for a consultation.

What are Micah Stephen Coski's credentials?

Micah Stephen Coski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Micah Stephen Coski located?

Micah Stephen Coski is based in SPOKANE, Washington, working with QUANTUM FINANCIAL PLANNING SERVICES, INC.. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.

How does Micah Stephen Coski charge for services?

Micah Stephen Coski'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →