Bank / Wealth / Trust

Updated:

Leonard Rickey Investment Advisors

Leonard Rickey Investment Advisors, PLLC is dedicated to enhancing the quality of our client’s lives as we assist them in fulfilling their long term goals and...

Leonard Rickey Investment Advisors logo

Leonard Rickey Investment Advisors

Leonard Rickey Investment Advisors, PLLC is dedicated to enhancing the quality of our client’s lives as we assist them in fulfilling their long term goals and dreams. We help design “The Best Path Forward”. Our team stands ready to partner with you. email jointheteam@erickey.com if you are interested in partnering Disclosures: https://bestpathforward.com/quick-links/

General information

Firm type

Bank / Wealth / Trust

Year founded

1997

Location

Region

North America

Country

United States

City

Oklahoma City

Corporate office

Yakima, WA, United States

Sector focus

Wealth ManagementFinancial Services

Frequently asked questions

How is Leonard Rickey structured as an advisory firm?

The firm operates as a registered investment advisor, which legally obligates it to a fiduciary standard — meaning advice must be in the client's best interest without conflicts from proprietary product sales. This RIA structure distinguishes it from broker-dealers that can operate under the lower suitability standard. As an independent firm unaffiliated with any bank or insurance company, it faces no institutional pressure to recommend in-house investment products.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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