Kailie M. Abascal
MIDDLETON & COMPANY
VANCOUVER, WA 98660
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CRD#: 6758430
Professional summary
Kailie Middleton Abascal, CFP®, who also goes by Kailie Abascal Alejo, Kailie Adair Middleton, is a registered financial advisor currently at MIDDLETON & COMPANY located in Vancouver, Washington.
Kailie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kailie has worked at 2 firms .
Biography
The most enjoyable part of Kailie’s job is getting an email from her clients as they take off on the trip they’ve been planning together for the past few years. After all the anxiety, excitement, number-crunching, and decluttering, they’re off on their dream adventure with a clear picture of what they want to get out of their time away, and a solid plan for when they return.
Whether you’re considering taking advantage of an employer-sponsored sabbatical at the job you love, taking time off before transitioning into a new job or career, or simply looking for a time to re-focus on what’s most important, we are your partner to help you think through the how of your sabbatical planning.
Kailie’s passion for the non-traditional career path started when she spent three years living and working in Oaxaca, Mexico before starting a new job. During that time, she got married, ate her weight in tamales and pozole, gained fluency in Spanish, and called a new corner of the world home. Since then, she and her husband have lived in three countries and both coasts of the United States, while still pursuing their individual career paths (and welcoming the unexpected right turns along the way!)
If you feel stuck in your daily routine and need a break to reset, reach out so we can talk through the next steps to taking the sabbatical of your dreams.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
ExPat and Cross Border Issues
Generation X
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Kailie Abascal Alejo | Kailie Adair Middleton
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.
Name of Business: Clark College Continuing Education Program;
Business is NOT investment-related.;
Address: 1933 Fort Vancouver Way, Vancouver, WA 98663;
Nature of Business: Educational;
Position: Part Time Instructor;
Start Date: January 2018;
Approximate Number of Hours: 6/month;
Number of Hours During Securities Trading Hours: None;
Duties: Kailie Abascal teaches personal finance classes for the Continuing Education Program at Clark College from time to time. Kailie may receive a stipend for this service, per Washington State law.
CRS (Client Relationship Summary) - RIA
Click below to view Kailie Middleton Abascal'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
January 12, 2018 - Present
MIDDLETON & COMPANY
Office #1: 1111 Main Street, Suite 630, Vancouver, WA 98660RIA
CRD#: 284996
VANCOUVER, WA
Past
February 22, 2017 - March 14, 2019
ALASKA WEALTH ADVISORS
RIA
CRD#: 172151
ANCHORAGE, AK
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".
MIDDLETON & COMPANY
MIDDLETON & CO | MIDDLETON & COMPANY
CRD#: 284996 / SEC#: 801-131399
RIA
Registered Investment Advisory firm - (10/31/2024 Approved)Oregon
Registered Investment Advisory firm - (11/14/2024 Terminated)Texas
Registered Investment Advisory firm - (11/1/2024 Terminated)Washington
Registered Investment Advisory firm - (12/10/2024 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
Oregon(1/12/2018)
IAR
Texas(1/12/2018)
IAR
Washington(1/12/2018)
Exams
Current Firm
MIDDLETON & COMPANY
MIDDLETON & CO | MIDDLETON & COMPANY
CRD#: 284996 / SEC#: 801-131399
RIA
Registered Investment Advisory firm - (10/31/2024 Approved)Oregon
Registered Investment Advisory firm - (11/14/2024 Terminated)Texas
Registered Investment Advisory firm - (11/1/2024 Terminated)Washington
Registered Investment Advisory firm - (12/10/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1111 Main Street, Suite 630, Vancouver, WA 98660
Mailing Address
Phone number
(360) 524-3517
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 357 |
| AUM (Assets Under Management) | $ 109,991,483 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
