Advisor at Icicle Creek Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Icicle Creek Investments
Location
Leavenworth, WA
Credentials
Series 66
Industry experience
25 years
1.25% annually
Account minimum: $100,000
Icicle Investments LLC
2018 - Present (8 years)
Cetera Investment Advisers LLC
2017 - 2018 (1 year)
U.S. Bancorp Investments, INC.
2014 - 2017 (3 years)
Icicle Properties LLC
2007 - Present (19 years)
Independent insurance agent
2000 - 2019 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 65
Leavenworth, WA
McHenry Capital, L.L.C.
CFP®, Series 66
Cashmere, WA
Blackburn Financial
Series 63, Series 65
Cashmere, WA
Blackburn Financial
Series 65
Cashmere, WA
Tucker Asset Management LLC
Series 63, Series 65
Leavenworth, WA
LPL Financial
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