CW
Craig R. Whitbeck
QUANTUM FINANCIAL PLANNING SERVICES
Spokane Valley, WA 99216
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CRD#: 1050157
CW
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.
Question & Answer
What are your service offerings?
Long-term Care
Investment Planning
Tax Planning
Retirement Income Management
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Education Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
1. Fixed insurance sales; as of 11/2003; 5% of time spent during business hours; conducted at branch location; investment related. 2. Clear Future Financial, LLC, a sole member LLC created to facilitate securities business; as of 07/01/2013, 100% of time spent during business hours; conducted at branch location; investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Robert Whitbeck's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
September 2, 2025 - Present
QUANTUM FINANCIAL PLANNING SERVICES, INC.
Office #1: 16201 E Indiana Ave Ste 5240, Spokane Valley, WA 99216RIA
CRD#: 115877
Spokane Valley, WA
Past
July 13, 2020 - September 4, 2025
CLEAR FUTURE FINANCIAL, LLC
RIA
CRD#: 306990
SPOKANE VALLEY, WA
Past
October 31, 2003 - September 2, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
SPOKANE, WA
Past
October 31, 2003 - September 2, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
SPOKANE, WA
Past
March 22, 1990 - November 3, 2003
WADDELL & REED
RIA
CRD#: 866
SPOKANE, WA
Past
June 24, 1982 - November 3, 2003
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QUANTUM FINANCIAL PLANNING SERVICES, INC.
QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD#: 115877 / SEC#: 801-110112
RIA
Registered Investment Advisory firm - (3/15/2017 Approved)Idaho
Registered Investment Advisory firm - (3/30/2017 Terminated)Montana
Registered Investment Advisory firm - (3/30/2017 Terminated)Oregon
Registered Investment Advisory firm - (3/30/2017 Terminated)Washington
Registered Investment Advisory firm - (4/7/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(9/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
QUANTUM FINANCIAL PLANNING SERVICES, INC.
QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD#: 115877 / SEC#: 801-110112
RIA
Registered Investment Advisory firm - (3/15/2017 Approved)Idaho
Registered Investment Advisory firm - (3/30/2017 Terminated)Montana
Registered Investment Advisory firm - (3/30/2017 Terminated)Oregon
Registered Investment Advisory firm - (3/30/2017 Terminated)Washington
Registered Investment Advisory firm - (4/7/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
720 W Boone Ave Ste 100, Spokane, WA 99201
Mailing Address
Phone number
(509) 328-6653
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,475 |
| AUM (Assets Under Management) | $ 591,577,039 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 06/17/2025 | ||
| 12/18/2024 | ||
| 01/26/2024 | ||
| 04/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD#: 115877Spokane Valley, WA 99216TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
