Kristi Rae Henderson

Employer firm

Madrona Financial & Cpas CRD 115753

$692M regulatory AUM 80 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2007 → Present
  Bauer Evans, Inc., P.S.
  Everett, WA
• 07/2022 → Present
  Madrona Advisory Group, Llc
  Everett, WA
• 10/2007 → Present
  Madrona Financial & Cpas
  Everett, WA
• 01/2018 → Present
  Madrona Insurance Services, Llc
  Everett, WA

Other Businesses

KRISTI HAS SERVED ON THE BOARD OF DIRECTORS FOR MOUNTAIN PACIFIC BANK SINCE 2019. THIS IS A NON-INVESTMENT-RELATED POSITION. MOUNTAIN PACIFIC BANK IS LOCATED AT 3732 BROADWAY, EVERETT, WA 98201. SHE SPENDS APPROXIMATELY 10 HOURS PER MONTH ON THESE ACTIVITIES, MOST OF WHICH ARE NOT DURING SECURITIES TRADING HOURS. KRISTI IS A PARTNER AT ENTITIES RELATED TO MADRONA FINANCIAL SERVICES, LLC DBA MADRONA FINANCIAL & CPAS. HER ROLE AS PARTNER BEGAN IN 2021. THE ENTITIES INCLUDE MADRONA ADVISORY GROUP, LLC, BAUER EVANS, INC. P.S., AND MADRONA INSURANCE SERVICES, LLC. HER WORK ON BEHALF OF ALL THESE ENTITIES IS FULL-TIME AND IS CONNECTED TO THE RANGE OF SERVICES OFFERED THROUGH MADRONA FINANCIAL & CPAS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-11

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Kristi Rae Leiter