Casey Lederer has been an investment adviser representative at Trail Financial Planning since July 2025, and is not listed among the firm’s executive officers or direct owners.
Trail Financial Planning LLC is a Bellingham, WA firm with $117M under management, 157 clients and 3 advisers across 3 offices, as of its March 2026 filing.
- Trail Financial Planning LLCCurrent– present · 1 yearBellingham, WA · Adviser representative · Firm CRD 165063
Investment adviser representative registrations
Casey Lederer is registered as an investment adviser representative in Washington, since July 2025.
- WashingtonSince 31 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8139823
- Firm
- Trail Financial Planning · CRD 165063
- Office
- 214 N COMMERCIAL ST., Bellingham, WA 98225
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Casey Lederer work?
Casey Lederer is an investment adviser representative registered through Trail Financial Planning LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Casey Lederer a financial advisor?
Yes. Casey Lederer has a current investment-adviser registration in Washington, through Trail Financial Planning since July 2025.
How many years of experience does Casey Lederer have?
Casey Lederer has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Casey Lederer passed?
Casey Lederer passed the Series 65 in May 2025.
Where is Casey Lederer based?
Casey Lederer’s registered office is in Bellingham, WA.
Is Casey Lederer registered with FINRA?
No. Casey Lederer has no current broker registration.
How can I verify Casey Lederer’s record?
Search CRD 8139823 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey Lederer’s full registration record.
