Kaleigh Ruth Prentice

Employer firm

Prentice Financial Planning, LLC CRD 286565

$97.3M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 11/2019
  Kaleigh Prentice - Independent Insurance
  Olympia, WA
• 08/2015 → 01/2017
  Prentice Wealth Management, Llc
  Olympia, WA
• 01/2017 → Present
  Prentice Financial Planning, Llc
  Olympia, WA

Previous Registrations

• 2013-01-11 → 2013-07-09
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Olympia, WA
• 2008-11-25 → 2012-07-26
  Lpl Financial Llc
  Olympia, WA

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

• S65 Uniform Investment Adviser Law Examination
  2019-02-14
• S66 Uniform Combined State Law Examination
  2008-11-24

Other Names

• Kaleigh Ruth Bishop