Dirk Bernd, financial advisor Yakima WA

Dirk Bernd

CRD Number: 6589754
Current Firm: Leonard Rickey Investment Advisors, P.l.l.c.

Dirk Bernd (CRD# 6589754) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Leonard Rickey Investment Advisors, P.l.l.c. Yakima, WA Nov 2015 - Current 8
Ditech Financial Corp. Yakima, WA Feb 2015 - Nov 2015 < 1
Summit Funding Yakima, WA Jan 2014 - Feb 2015 1
Cobalt Mortgage Seattle, WA Jan 2007 - Dec 2013 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Dirk B. Bernd
Phone Number: 509-972-3686
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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