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Benjamin John Rickey

Leonard Rickey Investment Advisors, PLLC

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About Benjamin John Rickey

Benjamin Rickey is a financial advisor with Leonard Rickey Investment Advisors, PLLC, a firm located in Yakima, WA. Benjamin has been a financial advisor since 1997, and has experience working with individuals, families, and businesses. Benjamin holds the Series 7, Series 24, Series 63 and Series 65 licenses. Benjamin is also a Certified Financial Planner.

Firm Information

Benjamin Rickey is currently registered with Leonard Rickey Investment Advisors, PLLC. Leonard Rickey Investment Advisors, PLLC is a registered investment advisor located in Yakima, Washington. The firm provides a range of advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $711 million in assets for a variety of clients, including high-net-worth individuals, trusts, charitable organizations, and individuals other than high-net-worth.
Leonard Rickey Investment Advisors, PLLC

3908 CREEKSIDE LOOP

YAKIMA, WA 98902

$711.74M

Assets Under Management

4

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Rickey’s Registration & Firm History

WA

01/22/1998 - Present

Leonard Rickey Investment Advisors, PLLC (YAKIMA WA)

WA

01/05/1999 - 04/18/2016

LPL FINANCIAL LLC (YAKIMA WA)

MA

05/14/1997 - 01/08/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 06/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2000

Series 24 - General Securities Principal Examination

BC

Issued 04/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Benjamin John Rickey. Review regulatory record here.
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