Ryan Farmin
QUANTUM FINANCIAL PLANNING SERVICES
SPOKANE, WA 99201
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CRD#: 6634830
Professional summary
Ryan Farmin, CFA, CFP® is a registered financial advisor currently at QUANTUM FINANCIAL PLANNING SERVICES, INC. located in Spokane, Washington.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 2 firms and has passed the SIE and Series 7 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.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Farmin'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: 2020
Experience
Current
August 12, 2019 - Present
QUANTUM FINANCIAL PLANNING SERVICES, INC.
Office #1: 720 W Boone Ave Ste 100, Spokane, WA 99201RIA
CRD#: 115877
SPOKANE, WA
Past
May 4, 2016 - July 2, 2019
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
BD
CRD#: 329
SEATTLE, WA
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(8/12/2019)
Exams
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, WA 99201TRUST BUT VERIFY
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