Kailie Abascal has been Co-President, Financial Planner of Middleton & Company since January 2018, is a control person of the firm and directly owns between 25% and 50% of it.
Middleton & Company is a Vancouver, WA firm with $131M under management, 115 clients and 2 advisers in one office, as of its April 2026 filing.
Kailie Abascal is with Middleton & Company, a financial planning and investment management firm for mid-career professionals planning sabbaticals. She helps clients think creatively about their plans.
Kailie Abascal’s longest registration is the current one, 8 years at Middleton & Company since 2018. Before joining Middleton & Company in 2018, Kailie Abascal was registered through Apcm Wealth Management for Individuals, LLC.
- Middleton & CompanyCurrent– present · 8 yearsVancouver, WA · Adviser representative · Firm CRD 284996
- Apcm Wealth Management for Individuals, LLC– · 2 yearsAnchorage, AK · Adviser representative · Firm CRD 172151
Professional designations
Listed by Middleton & Company
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kailie Abascal is registered as an investment adviser representative in 3 states. Each was approved in January 2018.
- OregonSince 12 January 2018
- TexasSince 12 January 2018
- WashingtonSince 12 January 2018
Examinations
No examinations are on Kailie Abascal’s record.
- Full name
- Kailie Middleton Abascal
- CRD
- 6758430
- Firm
- Middleton & Company · CRD 284996
- Role
- Co-President, Financial Planner
- Office
- 1111 MAIN STREET, SUITE 630, Vancouver, WA 98660
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- middletonand.co
Where does Kailie Abascal work?
Kailie Abascal has been Co-President, Financial Planner of Middleton & Company since January 2018, and is a control person of the firm.
Is Kailie Abascal a financial advisor?
Yes. Kailie Abascal has a current investment-adviser registration in Oregon, Texas and Washington, through Middleton & Company since January 2018.
How many years of experience does Kailie Abascal have?
Kailie Abascal has 9 years in the financial industry, since February 2017, across 2 adviser firms.
Where is Kailie Abascal based?
Kailie Abascal’s registered office is in Vancouver, WA.
Is Kailie Abascal registered with FINRA?
No. Kailie Abascal has no current broker registration.
Is Kailie Abascal a CFP?
Middleton & Company lists Kailie Abascal with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kailie Abascal’s record?
Search CRD 6758430 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kailie Abascal’s full registration record.
- Taylor AndersonCo-President, Financial Planner
- Kingston HollmanChief Compliance Officer
- George MiddletonOwner