Leonard Rickey Investment Advisors, P.l.l.c.

Leonard Rickey Investment Advisors, P.l.l.c. (CRD# 116891) is a financial advisory firm headquartered in Yakima, WA. They manage $329,000,000 in 1,496 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    1,496
    ACCOUNTS
  • Average Account Value
    $219,920
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, OR, TX, VA, WA

Financial Advisors at Leonard Rickey Investment Advisors, P.l.l.c.
Showing 1 - 7 of 7 top financial advisors.
1
Joy S. Stenehjem
CRD#: 4293392
3908 Creekside Loop, Ste 100, Yakima, WA 98902
96
Wealthminder
score

Joy Stenehjem (CRD# 4293392) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 17 years of experience in the finance industry. Joy Stenehjem has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David M. Hadley
CRD#: 4483978
295 Bradley Blvd., Suite # 201, Richland, WA 99352
93
Wealthminder
score

David Hadley (CRD# 4483978) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Richland, WA and has over 16 years of experience in the finance industry.

3
Susan M. Van Tress
CRD#: 4304938
3908 Creekside Loop, Suite 100, Yakima, WA 98902
93
Wealthminder
score

Susan Van Tress (CRD# 4304938) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 12 years of experience in the finance industry.

4
Kelli M Gailan
CRD#: 5815713
3908 Creekside Loop, Suite 100, Yakima, WA 98902
90
Wealthminder
score

Kelli M Gailan (CRD# 5815713) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has 1 year of experience in the finance industry. Kelli M Gailan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew J. Hargreaves
CRD#: 5344316
3908 Creekside Loop, Suite 100, Yakima, WA 98902
89
Wealthminder
score

Matthew Hargreaves (CRD# 5344316) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 4 years of experience in the finance industry.

6
Dirk B. Bernd
CRD#: 6589754
3908 Creekside Loop, Suite 100, Yakima, WA 98902
87
Wealthminder
score

Dirk Bernd (CRD# 6589754) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has 1 year of experience in the finance industry.

7
Benjamin J. Rickey
CRD#: 2889615
3908 Creekside Loop, Ste 100, Yakima, WA 98902
86
Wealthminder
score

Benjamin Rickey (CRD# 2889615) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 20 years of experience in the finance industry. Benjamin Rickey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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