Kailie Middleton Abascal
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Financial Planning
- Tax Planning
- Investment Management
Specializations
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...
Other Aliases
Kailie Abascal Alejo, Kailie Adair Middleton
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MIDDLETON & CO | TOWYN | MIDDLETON & COMPANY
Contact Information
Main Address
1111 Main Street, Suite 630, Vancouver, WA 98660Phone Number
(360) 524-3517# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
388AUM (Assets Under Management)
$131,316,850Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MIDDLETON & CO | TOWYN | MIDDLETON & COMPANY
State Registrations and Notice Filings
(1/12/2018)
(1/12/2018)
(1/12/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kailie Middleton Abascal's CRS (Customer Relationship Summary).
Services Offered by Kailie
- Retirement Planning
- Financial Planning
- Tax Planning
- Investment Management
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