Mark Coski
Mark Coski is a registered investment advisor at Quantum Financial Planning Services, INC., based in Spokane, WA, with 38 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 790 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%, billed quarterly. Accounts under $500,000 are subject to a minimum quarterly fee of $1,250 ($5,000 annually). Fees are negotiable.
Fee Estimator
Location
720 W Boone Ave, Ste 100, Spokane, WA, 99201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is a sole proprietor performing pastoral services such as preaching, weddings, and funerals since 1975. This activity takes minimal time and is not investment related.
Employment History
Current Registrations
Quantum Financial Planning Services, INC.
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Fsc Securities CorporationBroker
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Ifg Network Securities, INC.Broker
Quantum Financial Planning Services, INC.
Derand/pennington/bass, INC.Broker
U.S. Advisors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Amanda Sullivan, CFPQuantum Financial Planning Services, INC.
- Christopher Christiansen, CFPQuantum Financial Planning Services, INC.
- Eric Green, CFPQuantum Financial Planning Services, INC.
- Madeleine Lobdell, CFPQuantum Financial Planning Services, INC.
- Ryan Farmin, CFAQuantum Financial Planning Services, INC.
- Jordan Curnutt, CFPQuantum Financial Planning Services, INC.