DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner44 years in industry

CRAIG ROBERT WHITBECK

Advisor at QUANTUM FINANCIAL PLANNING SERVICES, INC.

SPOKANE, WA | Spokane Valley, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1af3dbbb-4cb7-ba24-a259-d8e86a169ebc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 22, 1990 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: QUANTUM FINANCIAL PLANNING SERVICES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 23, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jun 23, 1982
First registration: Mar 22, 1990
Dual registered: no
IAPD individual key: 1050157

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
QUANTUM FINANCIAL PLANNING SERVICES, INC.	Independent wealth	Sep 2, 2025	n/a	yes	SPOKANE, WA\|Spokane Valley, WA	Current employment
CLEAR FUTURE FINANCIAL, LLC	n/a	Jul 13, 2020	Sep 4, 2025	no	SPOKANE VALLEY, WA\|Scottsdale, AZ\|Goodyear, AZ	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 31, 2003	Sep 2, 2025	no	Goodyear, AZ\|SPOKANE, WA	Previous registration
WADDELL & REED	Former SEC adviser	Mar 22, 1990	Nov 3, 2003	no	SPOKANE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLEAR FUTURE FINANCIAL, LLC	QUANTUM FINANCIAL PLANNING SERVICES, INC.	Sep 4, 2025	Sep 2, 2025	-2	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	CLEAR FUTURE FINANCIAL, LLC	Sep 2, 2025	Jul 13, 2020	-1,877	Firm change after gap	Other
WADDELL & REED	COMMONWEALTH FINANCIAL NETWORK	Nov 3, 2003	Oct 31, 2003	-3	Firm change	Other

Relationships

Registered with (4)

→ QUANTUM FINANCIAL PLANNING SERVICES, INC.Registered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ CLEAR FUTURE FINANCIAL, LLCRegistered adviserregistration: previous registration
Jul 13, 2020 to Sep 4, 2025factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 31, 2003 to Sep 2, 2025factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Mar 22, 1990 to Nov 3, 2003factForm ADV

Dated events

Occurred
Sep 4, 2025
Advisor changed firm
Craig Robert Whitbeck left Clear Future Financial, Llc for Quantum Financial Planning Services, Inc. (registered 2025-09-02)
Form ADVobserved 5 days ago
Occurred
Sep 2, 2025
Advisor changed firm
Craig Robert Whitbeck left Commonwealth Financial Network for Clear Future Financial, Llc (registered 2020-07-13)
Form ADVobserved 5 days ago