Quentin
Rickey

Leonard Rickey Investment Advisors, P.L.L.C

CRD#8026892
Investment Advisor
in Yakima, WA

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About this Advisor

Quentin Rickey is a financial advisor based in Yakima, Washington, working with Leonard Rickey Investment Advisors, P.L.L.C. Quentin has previously worked at Ernst & Young, Full-Time Education (Gonzaga University), Xy Planning Network, Full-Time Education - High School, and Leonard Rickey Investment Advisors, Pllc. Quentin has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Quentin is part of Leonard Rickey Investment Advisors, P.L.L.C, which operates out of Yakima, Washington. The firm has 3 offices and 19 employees. The firm manages assets totaling $823.8 million and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Leonard Rickey Investment Advisors, P.L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3908 Creekside Loop Suite 100
Yakima, WA 98902

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Leonard Rickey Investment Advisors, P.L.L.C Brokerage Details

Total Assets Under Management

$823,758,596

WA Average: $3,566,627,242
Total Number of Employees

19

WA Average: 46
Total Number of Accounts

3,055

WA Average: 1,499
Average Account Size

$269,643

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Quentin Rickey Work History

2024 - Present (1 year)

Leonard Rickey Investment Advisors, Pllc

2023 - 2024 (1 year)

Ernst & Young

2022 - 2023 (1 year)

Full-Time Education (Gonzaga University)

2022 - 2022 (< 1 year)

Ernst & Young

2021 - 2021 (< 1 year)

Xy Planning Network

2019 - 2022 (3 years)

Full-Time Education (Gonzaga University)

2017 - 2019 (2 years)

Leonard Rickey Investment Advisors, Pllc

2015 - 2019 (4 years)

Full-Time Education - High School

Disclosures

Please visit the SEC profile of Quentin Rickey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leonard Rickey Investment Advisors, P.L.L.C

Quentin Rickey
Yakima, WA
Dirk Bernd
Yakima, WA
Ellie Buntin
Yakima, WA
Chelsie Smith
Yakima, WA
Gunnar Harrison
Yakima, WA
Matthew Hargreaves
Yakima, WA
Susan Van Tress
Yakima, WA
Joy Stenehjem
Yakima, WA

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