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Joy Suzanne Stenehjem

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.·YAKIMA, Washington
Clean recordLEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
3908 CREEKSIDE LOOP, YAKIMA, WA 98902CRD# 4293392Firm CRD# 116891

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joy Suzanne Stenehjem · YAKIMA, WA
Registration
CRD #4293392 · LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joy Suzanne Stenehjem is a registered financial advisor based in YAKIMA, Washington, affiliated with LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
AUM
$712M
Regulatory assets under management
Employees
15
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4293392
Firm CRD# 116891
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joy Suzanne Stenehjem offer?
Joy Suzanne Stenehjem specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.
What are Joy Suzanne Stenehjem's credentials?
Joy Suzanne Stenehjem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joy Suzanne Stenehjem located?
Joy Suzanne Stenehjem is based in YAKIMA, Washington, working with LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.. Their office serves clients in the YAKIMA metropolitan area and surrounding communities.
How does Joy Suzanne Stenehjem charge for services?
Joy Suzanne Stenehjem's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.?
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. has approximately 15 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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