Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Van tress has been a Registered Investment Advisor for over 15 years. Susan is a licensed investment advisor representative and works for Leonard Rickey Investment Advisors, PLLC. Susan has been with the firm since 2000. Leonard Rickey Investment Advisors, PLLC is a Registered Investment Advisor with offices in Yakima, Washington. The firm provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Susan specializes in providing financial services to high-net-worth individuals, corporations, and charitable organizations. Susan has experience in providing financial services to a variety of clients. Susan is committed to providing her clients with personalized financial advice and services that meet their individual needs. Susan is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
01/13/2015 - Present
Leonard Rickey Investment Advisors, PLLC (YAKIMA WA)
WA
01/17/2005 - 04/18/2016
LPL FINANCIAL LLC (RICHLAND WA)
BOTH
Issued 03/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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