Madeleine Lynn Lobdell
Investment adviser representative at Quantum Financial Planning Services, Inc.
13 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
13 years in the industry.
- Quantum Financial Planning Services, Inc.Mar 2020 to now
- Rocky Mountain MedicalFeb 2018 to Mar 2020
- WalgreensOct 2017 to Feb 2018
- Splash Down WaterparkMay 2017 to Sep 2017
- University of PortlandAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8151907
- Firm CRD
- 115877