Eric F. Green

QUANTUM FINANCIAL PLANNING SERVICES

SPOKANE, WA 99201

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CRD#: 1562402

Professional summary

Eric Fenton Green, AIF®, CFP® is a registered financial advisor currently at QUANTUM FINANCIAL PLANNING SERVICES, INC. located in Spokane, Washington.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Eric has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Fenton Green's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

November 23, 2025 - Present

QUANTUM FINANCIAL PLANNING SERVICES, INC.

Office #1: 720 W Boone Ave Ste 100, Spokane, WA 99201

RIA

CRD#: 115877

SPOKANE, WA

Past

July 6, 2016 - November 26, 2025

MARINER ADVISOR NETWORK

RIA

CRD#: 283824

Spokane, WA

Past

April 30, 2014 - July 6, 2016

STRATEGIC WEALTH ADVISORS GROUP

RIA

CRD#: 140977

SPOKANE, WA

Past

April 30, 2014 - November 26, 2025

LPL FINANCIAL LLC

CRD#: 6413

SPOKANE, WA

Past

August 4, 2005 - May 5, 2014

FSIC

RIA

CRD#: 37813

SPOKANE, WA

Past

August 4, 2005 - May 5, 2014

FSIC

CRD#: 37813

SPOKANE, WA

Past

July 19, 2002 - September 14, 2005

HALBERT, HARGROVE & CO.

CRD#: 2112

LONG BEACH, CA

Past

January 2, 2001 - April 11, 2006

HALBERT HARGROVE

RIA

CRD#: 105515

SPOKANE, WA

Past

October 6, 1987 - August 24, 1990

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

Past

December 26, 1986 - September 9, 1987

N.A. SECURITIES CORPORATION

CRD#: 10369

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.

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/23/2025)

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

State Security Law Exam

Series 63

Date: 7/26/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/17/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/18/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QUANTUM ADV PART 2A DECEMBER 2025 (12/19/2025)

Regulatory assets under management

Total Number of Accounts	3,025
AUM (Assets Under Management)	$ 727,199,491

Accountant 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

Red Flags

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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Firm Stability Insights

Eric F. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Fenton Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER ADVISOR NETWORK

STRATEGIC WEALTH ADVISORS GROUP

LPL FINANCIAL LLC

FSIC

FSIC

HALBERT, HARGROVE & CO.

HALBERT HARGROVE

CAPITAL BROKERAGE CORPORATION

N.A. SECURITIES CORPORATION

Primary Firm SEC Registration

QUANTUM FINANCIAL PLANNING SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/26/2002

SIE

Date: 10/1/2018

Series 7

Date: 3/17/2014

Series 6

Date: 7/18/2002

Current Firm

QUANTUM FINANCIAL PLANNING SERVICES, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

QUANTUM FINANCIAL PLANNING SERVICES, INC.

TRUST BUT VERIFY

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