Blog Company News

Ben Rickey obtained the CPWA

By Michelle / December 21, 2016 / Comments Off on Ben Rickey obtained the CPWA

Benjamin J. Rickey, CIMA, CFP recently obtained the Certified Private Wealth Advisor designation, which is the only advanced designation designed for financial advisors who work with high-net-worth clients on the life cycle of wealth. The CPWA marks identify those individuals who have met the experience requirements and have successfully completed coursework in advanced wealth management strategies…

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LRIA becomes a member of NAPFA

By Ben Rickey / August 1, 2016 / Comments Off on LRIA becomes a member of NAPFA

There have been a lot of changes going on at Leonard Rickey Investment Advisors this summer. The one we are proudest of is our decision to become an Advisory Only Financial Planning firm. As part of this change, we have become members of the National Association of Personal Financial Advisors (NAPFA), an organization that represents…

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It’s Dad Time!

By Ben Rickey / June 14, 2016 / Comments Off on It’s Dad Time!

In honor of Father’s Day the team at Leonard Rickey collected wise words of wisdom from our Dads: “The best liked people in a room are the ones who talk about themselves the least.” – Kelli “Stay humble, help others, and always give something back” – Susan “No matter what, tell the truth. It’s much better to face the problem…

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Benjamin Rickey obtained the CIMA Designation

By Len Rickey / March 9, 2016 / Comments Off on Benjamin Rickey obtained the CIMA Designation

Benjamin J. Rickey recently obtained the Certified Investment Management Analyst® certification. Only 2 percent of financial services professionals hold CIMA certification, which is a credential designed specifically for investment advisors and consultants. The CIMA certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through…

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Update from Yale

By Ben Rickey / July 25, 2014 /

Every year LPL’s Advisory leadership takes over one of the premier business schools in the country. Active professors take advisors through the cutting edge of finance in academia. It is the most worthwhile conference of the year for me. This year, the top 125 Advisory practices at LPL took over the Yale School of Management.…

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Dana Gailan earns his CFP(R)

By Michelle / June 25, 2014 /

Dana Gailan has received the Certified Financial Planning (CFP) designation. To earn this designation, an individual must meet education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board). Find out more about the CFP marks here. Congratulations Dana on this great accomplishment!

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Joy at Top Independent Advisors Summit

By Michelle / April 24, 2014 /

Joy Stenehjem AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers Phoenix (March 19, 2014)—Joy Stenehjem attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value…

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Ben in the News – Top 20 Next Gen IBD Advisors

By Michelle / February 28, 2014 /

This year Wealth Management Magazine published the top 20 Next Generation Advisors under 40 in the country. Our very own Ben Rickey claimed the number 4 spot* for 2014! Thank you all for making this accomplishment possible. We are proud to serve as your team! *ranked on assets under management

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