Nicholas Rau Fuller
Investment adviser representative at Quantum Financial Planning Services, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$727.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Quantum Financial Planning Services, Inc.Mar 2024 to now
- Royal Alliance Associates, Inc.Mar 2021 to Mar 2024
- Waddell & Reed IncJan 2021 to Mar 2021
- Maynard AzoseDec 2020 to Mar 2024
- Moss Adams LLPOct 2018 to Nov 2020
- UnemployedMay 2018 to Oct 2018
- JP Morgan Chase and CompanyApr 2017 to Mar 2018
- StudentAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Quantum Financial Planning Services, Inc.
$727.2MAssets managed
790Clients
15Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7323006
- Firm CRD
- 115877