Christopher E. Christiansen
QUANTUM FINANCIAL PLANNING SERVICES
SPOKANE, WA 99201
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CRD#: 3005759
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.
Core Areas of Focus
AUM
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
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 is a member of the Spokane Estate Planning Council and the Rotary Chapter 21, and has served as the past president of Spokane’s Rotaract Club. He is also served as past board member and treasurer of the Spokane Club.
Eric is originally from Nebraska and came to Spokane to attend Gonzaga University. Eric earned his BA degree of Business Finance from Gonzaga University in 1996 and studied abroad for one school year in Florence, Italy. Eric, his wife Carrie, and their four children live in Spokane, WA. Eric enjoys traveling, skiing, biking, and many other outdoor activities with his family.
Question & Answer
What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Business Succession Planning
Retirement Planning
Education Planning
Estate Planning
Investment Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Eric Christiansen
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Eric Christiansen'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: 1999
Experience
Current
January 10, 2000 - Present
QUANTUM FINANCIAL PLANNING SERVICES, INC.
Office #1: 720 W Boone Ave Ste 100, Spokane, WA 99201RIA
CRD#: 115877
SPOKANE, WA
Past
June 28, 1999 - June 30, 2017
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
SPOKANE, WA
Past
March 10, 1999 - July 1, 1999
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
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
Texas(11/23/2021)
IAR
Washington(1/10/2000)
Exams
State Security Law Exam
State Security Law 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
19
SEC notice filing (11 States and Territories)
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 | ||
| 06/17/2025 | ||
| 12/18/2024 | ||
| 01/26/2024 | ||
| 04/27/2023 |
Red Flags
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Company Information
QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD#: 115877Spokane, WA 99201TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
