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Gunnar Harrison

Leonard Rickey Investment Advisors, PLLC

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About Gunnar Harrison

Gunnar Harrison is a registered Investment Advisor Representative with Leonard Rickey Investment Advisors, PLLC. Gunnar has been in the industry since 2019 and holds a Series 66, Series 7TO, and SIE licenses. Gunnar is a member of the state of Washington and specializes in financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. Gunnar has a strong background in financial services, and is committed to providing clients with the highest level of service and expertise.

Firm Information

Gunnar Harrison 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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Gunnar Harrison’s Registration & Firm History

WA

04/04/2023 - Present

Leonard Rickey Investment Advisors, PLLC (YAKIMA WA)

WA

08/23/2019 - 05/22/2020

EDWARD JONES (VANCOUVER WA)

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Licenses & Designations

BOTH

Issued 09/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gunnar Harrison.
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