Kerry Matthew White
Investment adviser representative at Quantum Financial Planning Services, Inc.
20 yearsExperience
1 stateRegistered in
$727.2MFirm assets
9 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 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
20 years in the industry.
- Quantum Financial Planning Services, Inc.Jun 2022 to now
- Umpqua BankFeb 2006 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7786560
- Firm CRD
- 115877