Craig Robert Whitbeck
AIF®, CFP®Professional Summary
Craig Robert Whitbeck, AIF®, CFP® is a registered financial advisor currently at QUANTUM FINANCIAL PLANNING SERVICES, INC. located in Spokane Valley, Washington. Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Craig has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Long-term Care
- Investment Planning
- Tax Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Insurance Planning
- Retirement Planning
- Education Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
44 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
QUANTUM FINANCIAL PLANNING SERVICES, INC.
Contact Information
Main Address
720 W Boone Ave Ste 100, Spokane, WA 99201Phone Number
(509) 328-6653# of Employees
19SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,025AUM (Assets Under Management)
$727,199,491Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | Cover Page | Report |
| 06/17/2025 | Cover Page | Report |
| 12/18/2024 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
| 04/27/2023 | Cover Page | Report |
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MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Primary Firm SEC Registration
QUANTUM FINANCIAL PLANNING SERVICES, INC.
State Registrations and Notice Filings
(9/2/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Dec 1982About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Craig Robert Whitbeck's CRS (Customer Relationship Summary).
Services Offered by Craig
- Long-term Care
- Investment Planning
- Tax Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Insurance Planning
- Retirement Planning
- Education Planning
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MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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