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Casey Lederer

Trail Financial Planning LLC

Bellingham, WA

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Current Employers
Trail Financial Planning Llc

214 N Commercial St., Bellingham, WA 98225 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-31
  • WA RA
    APPROVED
    Since 2025-07-31

Branch Locations

214 N Commercial St., Bellingham, WA 98225 • 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
Trail Financial Planning Llc Bellingham WA 06/2024 06/2025
N/A Wichita KS 12/2023 06/2024
United Parcel Service (Ups) Portland OR 10/2023 12/2023
N/A Lawrence KS 12/2022 10/2023
United Parcel Service (Ups) Montrose CO 06/2022 12/2022
N/A Lawrence KS 10/2021 06/2022
United Parcel Service (Ups) Lenexa KS 05/2021 10/2021
N/A Overland Park KS 08/2020 05/2021
Bank Midwest Overland Park KS 08/2019 08/2020
United Parcel Service (Ups) Manhattan KS 06/2018 07/2019
Chipotle Mexican Grill Manhattan KS 02/2015 07/2018
Trail Financial Planning Llc Bellingham WA 07/2025 Present
  • 06/2024 → 06/2025
    Trail Financial Planning Llc
    Bellingham, WA
  • 12/2023 → 06/2024
    N/A
    Wichita, KS
  • 10/2023 → 12/2023
    United Parcel Service (Ups)
    Portland, OR
  • 12/2022 → 10/2023
    N/A
    Lawrence, KS
  • 06/2022 → 12/2022
    United Parcel Service (Ups)
    Montrose, CO
  • 10/2021 → 06/2022
    N/A
    Lawrence, KS
  • 05/2021 → 10/2021
    United Parcel Service (Ups)
    Lenexa, KS
  • 08/2020 → 05/2021
    N/A
    Overland Park, KS
  • 08/2019 → 08/2020
    Bank Midwest
    Overland Park, KS
  • 06/2018 → 07/2019
    United Parcel Service (Ups)
    Manhattan, KS
  • 02/2015 → 07/2018
    Chipotle Mexican Grill
    Manhattan, KS
  • 07/2025 → Present
    Trail Financial Planning Llc
    Bellingham, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-24
  • S65 Uniform Investment Adviser Law Examination
    2025-05-24

View on SEC IAPD

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Other Investors

THOMAS GERARD DONAGHY
BEN JOYCE
KAREN L RICHARDS
DANIEL JOHN DAVIS
WILLIAM JUNG ZOLLNER
CHELSEA DAWN WELLS
MARICEL C DALERE
LIANA LEE FREEMAN

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · BELLINGHAM, WA
FINANCIAL PLAN, INC. · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
GOODRICH & ASSOCIATES, LLC · BELLINGHAM, WA
D.A. DAVIDSON & CO. · BELLINGHAM, WA
EDWARD JONES · BELLINGHAM, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bellingham, WA
EDWARD JONES · BELLINGHAM, WA

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