Gunnar
Harrison
Leonard Rickey Investment Advisors, P.L.L.C
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About this Advisor
Gunnar Harrison is a financial advisor operating in Yakima, Washington. Harrison is an employee of Leonard Rickey Investment Advisors, P.L.L.C. Their career trajectory has included roles at Edward Jones, Mount Si High School, Cornertone Pie, Central Washington University, Cowlitz County Cannabis Cultivation, Frankie'S Pizza, Rwz LLC and Leonard Rickey Investment Advisors Pllc. Harrison holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Leonard Rickey Investment Advisors, P.L.L.C is a registered investment business that has its headquarters in Yakima, WA. It has offices in three locations and a total of 13 financial advisors. It oversees $612 million in total assets among its 2,811 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 2,811 accounts, 26% belong to high-net-worth investors who have greater than $1 million in assets. Leonard Rickey Investment Advisors, P.L.L.C performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically are based on which services are provided. However, fee types billed by Leonard Rickey Investment Advisors, P.L.L.C likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leonard Rickey Investment Advisors, P.L.L.C Brokerage Details
$611,758,617
13
2,811
$217,630
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
Gunnar Harrison Work History
Gunnar has been registered as a financial advisor for 0 years.*
Leonard Rickey Investment Advisors Pllc
Rwz LLC
Edward Jones
Cowlitz County Cannabis Cultivation
Cornertone Pie
Central Washington University
Frankie'S Pizza
Mount Si High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gunnar Harrison 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
Yakima, WA
Yakima, WA
Yakima, WA
Yakima, WA
Yakima, WA
Yakima, WA
Yakima, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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