Quinn Thomas Vicars
Investment adviser representative at Financial Plan, Inc.
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Financial Plan, Inc.Mar 2026 to now
- Barrett FinancialDec 2024 to Feb 2026
- Kestra Advisory Services, LLCDec 2024 to Dec 2025
- Lingua Language AcademySep 2023 to Sep 2024
- Mcilrath & Eck LLCAug 2022 to Aug 2023
- The Chamberlin GroupJun 2021 to May 2022
- Interlochen Summer Arts CampJul 2019 to Aug 2020
- Pacific Lutheran UniversitySep 2017 to Jun 2018
- Central Washington UniversityAug 2017 to Jun 2022
- 5 GuysAug 2016 to Aug 2017
- Sultan High SchoolSep 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Financial Plan, Inc.
$1.6BAssets managed
924Clients
13Advisers
13 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
- 7396872
- Firm CRD
- 116073