AdvisorOS Directory
Claim Profile
Unclaimed Profile
CC

Carrie Diane Casanas

KIBBLE & PRENTICE HOLDING COMPANY·SEATTLE, Washington
Clean recordKIBBLE & PRENTICE HOLDING COMPANY
601 UNION STREET, SUITE 1000, SEATTLE, WA 98101-4064CRD# 3224194Firm CRD# 127672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carrie Diane Casanas · SEATTLE, WA
Registration
CRD #3224194 · KIBBLE & PRENTICE HOLDING COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carrie Diane Casanas is a registered financial advisor based in SEATTLE, Washington, affiliated with KIBBLE & PRENTICE HOLDING COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Carrie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carrie is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
KIBBLE & PRENTICE HOLDING COMPANY
KIBBLE & PRENTICE HOLDING COMPANY
AUM
$4.0B
Regulatory assets under management
Employees
288
Total firm employees
View all advisors at KIBBLE & PRENTICE HOLDING COMPANY →
Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Other: REFERRAL FEE
Regulatory
SEC/IARD CRD# 3224194
Firm CRD# 127672
View on FINRA BrokerCheck →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Carrie Diane Casanas offer?
Carrie Diane Casanas specializes in Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Carrie Diane Casanas's credentials?
Carrie Diane Casanas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie Diane Casanas located?
Carrie Diane Casanas is based in SEATTLE, Washington, working with KIBBLE & PRENTICE HOLDING COMPANY. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Carrie Diane Casanas charge for services?
Carrie Diane Casanas's firm is compensated through percentage of aum, subscription fees, commissions, other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIBBLE & PRENTICE HOLDING COMPANY?
KIBBLE & PRENTICE HOLDING COMPANY has approximately 288 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KIBBLE & PRENTICE HOLDING COMPANY

Arlen Irvin Prentice
SEATTLE, WA
Christopher John Prentice
SEATTLE, WA

More Advisors in SEATTLE, Washington

Stuart Remley Robertson
SHAREBUILDER ADVISORS, LLC·SEATTLE, WA
Andrew Miklos Ferencz
SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC·SEATTLE, WA
Gregory James Conway
CJ PARTNERS LLC·SEATTLE, WA
William D Petit
UNICO INVESTMENT ADVISERS LLC·SEATTLE, WA
Scott Matthew Healey
HUNTINGTON STEELE LLC·SEATTLE, WA
Howard Davis Miracle
MARSHALL & SULLIVAN INC·SEATTLE, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)KIRKLAND (52)GIG HARBOR (40)REDMOND (38)MERCER ISLAND (31)EDMONDS (24)
City Guides
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile