Christopher Eric Christiansen
CFP®Professional Summary
Christopher Eric Christiansen, CFP®, who also goes by Eric Christiansen, is a registered financial advisor currently at QUANTUM FINANCIAL PLANNING SERVICES, INC. located in Spokane, Washington. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Risk Management & Insurance
- Financial Planning
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
- Investment Management
- Business Services
- Tax Planning
Specializations
Biography
Eric has been reappointed four times by Governor Christine Gregoire and Governor Jay Inslee to serve as a Trustee on the Financial Education Public-Private Partnership (FEPPP) board. Eric is a current member of the Financial Planning Association (FPA) and has served as a past president and past treasurer of the local FPA chapter. Eric has also served as the past president of the Northeast Community Center, and continues to serve as a board member. He...
Other Aliases
Eric Christiansen
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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
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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
28 years in the financial services 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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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
QUANTUM FINANCIAL PLANNING SERVICES, INC.
State Registrations and Notice Filings
(11/23/2021)
(1/10/2000)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Eric Christiansen's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Risk Management & Insurance
- Financial Planning
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
- Investment Management
- Business Services
- Tax Planning
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