Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
17 years
Location
Prosser, WA
Ameriprise
Institution
Landra Macy is a financial advisor with Ameriprise in Prosser, WA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at RBC Capital Markets, Centaurus Financial, and Pacific Crest Planning. She serves on the Board of Directors for the Princess Theatre in Prosser. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Prosser, WA
Prosser WA
Advisors at this office
1
Washington
17 years of industry experience
Ameriprise
2023 - Present • 3 years
Kennewick, WA
RBC Capital Markets, LLC.
2019 - 2023 • 4 years
Richland, WA
Centaurus Financial INC.
2013 - 2019 • 6 years
Anaheim, CA
Pacific Crest Planning
2012 - 2019 • 7 years
Kennewick, WA
Landra L. Macy dba Macy Investments
2010 - 2011 • 1 year
Prosser, WA
RBC Capital Markets
2007 - 2008 • 1 year
Portland, OR
Citigroup Global Markets
2007 - 2007 • 1 year
Portland, OR
RBC Capital Markets
2006 - 2007 • 1 year
Portland, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Sunnyside, WA
Hernandez Financial
Jesse Hernandez Jr. is the sole advisor at Hernandez Financial in Sunnyside, WA, holding a Series 66 designation with 26 years of industry experience. He has been operating under Hernandez Financial since 2011 and has worked in insurance sales with various carriers for over 27 years. Hernandez Financial serves primarily individual clients, including middle-income families, high-net-worth individuals, and businesses. The firm offers comprehensive financial planning and discretionary portfolio management with a conservative, tailored investment approach that incorporates both passive and active strategies.
CFP®, PFS™
Sunnyside, WA
White & Company Financial Planning, Inc.
Thomas White is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist™ with 25 years of experience in the financial services industry. He has been with White & Company Financial Planning, Inc. since 2000 and has worked with its affiliated firm, White & Company, Pc, since 1994. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and actively managed funds, and it maintains a close relationship with an affiliated accounting practice.
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
Misti Wiederspohn is a financial advisor at White & Company Financial Planning, Inc. with 19 years of industry experience. She holds a Series 65 designation and has been with White & Company and its affiliated entities since 2005. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach tailored to each client’s goals and risk tolerance, combining passive index/ETF exposures with selectively chosen actively managed funds.
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
James Parker is a Series 65-licensed financial advisor with White & Company Financial Planning, Inc., where he has worked since 2002. He has 23 years of industry experience and has been affiliated with White & Company, Pc since 1998. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and selectively chosen active funds, with accounts managed on a discretionary basis and plans provided as standalone reports.
Series 65
Sunnyside, WA
White & Company Financial Planning, Inc.
Gregory Vander Top is a financial advisor at White & Company Financial Planning, Inc. with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2008. His prior experience includes work at White & Company, Pc, where he has been active since 1997. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach tailored to clients’ goals and risk tolerance, combining passive index and ETF exposures with selectively used actively managed funds.
Series 63, Series 65, Series 66
Sunnyside, WA
Edward Jones
Brian Bliesner is a financial advisor with Edward Jones in Sunnyside, WA, holding Series 63, 65, and 66 licenses and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advisory work, he is part owner of Snipes Mountain Restaurant, a family business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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