Chelsie Marie Smith
Investment adviser representative at Leonard Rickey Investment Advisors, P.L.L.C.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$958.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Leonard Rickey Investment Advisors, P.L.L.C.Jun 2019 to now
- Trellis Advisors, LLCJun 2014 to Jun 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Leonard Rickey Investment Advisors, P.L.L.C.
$958.1MAssets managed
1,102Clients
9Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7208947
- Firm CRD
- 116891