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Kaleigh Ruth Prentice

Prentice Financial Planning, LLC

Olympia, WA

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Current Employers
Prentice Financial Planning, Llc

2407 Pacific Avenue Suite A, Olympia, WA 98501 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-02-14
  • WA RA
    APPROVED
    Since 2019-02-14

Branch Locations

2407 Pacific Avenue, Suite A, Olympia, WA 98501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kaleigh Prentice - Independent Insurance Olympia WA 07/2009 11/2019
Prentice Wealth Management, Llc Olympia WA 08/2015 01/2017
Prentice Financial Planning, Llc Olympia WA 01/2017 Present
  • 07/2009 → 11/2019
    Kaleigh Prentice - Independent Insurance
    Olympia, WA
  • 08/2015 → 01/2017
    Prentice Wealth Management, Llc
    Olympia, WA
  • 01/2017 → Present
    Olympia, WA
Previous Registrations
Other Businesses

Owner; Rental ownership of 5033 Viewridge DR; Investment Related: No; Location: 98501; Description of the business: Ownership of a rental home at 5033 Viewridge Dr SE Olympia, WA 98501; Responsibilities Duties: Collecting rent from tenant, upkeep of rental home as needed.; Start date with business: 2020-04-01; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1%; Name of outside business: Cookie Making; Is the business investment related: No; Location of the business: 7825 Canterwood Dr SE Olympia WA 98513 USA; Description of the business: Making decorated sugar cookies, sometimes as a donation, sometimes for charge.; Position Title: Owner; Responsibilities Duties: Making and decorating cookies; Start date with business: 2023-05-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 35;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-14
S66 Uniform Combined State Law Examination 2008-11-24
  • S65 Uniform Investment Adviser Law Examination
    2019-02-14
  • S66 Uniform Combined State Law Examination
    2008-11-24
Other Names
  • Kaleigh Ruth Bishop

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