Kristi R. Henderson
MADRONA FINANCIAL & CPAS
EVERETT, WA 98201
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CRD#: 5452082
Professional summary
Kristi Rae Henderson, CFP®, who also goes by Kristi Rae Leiter, is a registered financial advisor currently at MADRONA FINANCIAL & CPAS located in Everett, Washington.
Kristi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kristi has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristi Rae Leiter
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kristi Rae Henderson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
November 19, 2007 - Present
MADRONA FINANCIAL & CPAS
Office #1: 2911 Bond Street, Suite 200, Everett, WA 98201RIA
CRD#: 115753
EVERETT, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MADRONA FINANCIAL & CPAS
BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC
CRD#: 115753 / SEC#: 801-63693
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)California
Registered Investment Advisory firm - (2/3/2006 Cancelled)Washington
Registered Investment Advisory firm - (7/17/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(11/19/2007)
Current Firm
MF
MADRONA FINANCIAL & CPAS
BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC
CRD#: 115753 / SEC#: 801-63693
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)California
Registered Investment Advisory firm - (2/3/2006 Cancelled)Washington
Registered Investment Advisory firm - (7/17/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2911 Bond Street, Suite 200, Everett, WA 98201
Mailing Address
Phone number
(425) 212-3777
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,725 |
| AUM (Assets Under Management) | $ 505,696,988 |
Red Flags
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