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Madeleine Lynn Lobdell

Investment Adviser Representative at Quantum Financial Planning Services, Inc.

Spokane, WACRD #8151907Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Madeleine Lynn Lobdell is an investment adviser representative with Quantum Financial Planning Services, Inc. in Spokane, WA, where they have been registered since 2025, the year they entered the securities industry. They are registered to provide investment advice in Washington.

Office

720 W Boone Ave, Ste 100
Spokane, WA 99201

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Quantum Financial Planning Services, Inc.Current
8/24/2025 – Spokane, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Quantum Financial Planning Services, Inc.
    Mar 2020 – no end date reportedSpokane, WA
  2. Rocky Mountain Medical
    Feb 2018 – Mar 2020Spokane, WA
  3. Walgreens
    Oct 2017 – Feb 2018Spokane, WA
  4. University of Portland
    Aug 2013 – May 2017Portland, OR
  5. Splash Down Waterpark
    May 2017 – Sep 2017Spokane Valley, WA
  6. University of Portland
    Sep 2014 – Apr 2017Portland, OR

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Quantum Financial Planning Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
1
Main office:
Spokane, WA
SEC file number:
801-110112

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of December 19, 2025

View full firm profile

Other advisors at Quantum Financial Planning Services, Inc.

Showing 12 of 15 in the directory

View Quantum Financial Planning Services, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Madeleine Lynn Lobdell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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