Financial Plan
43yrs
Top advisor by experience in Bellingham
1yr
Casey Lederer
Financial advisor at Trail Financial Planning
Casey Lederer has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Bellingham, Washington. Casey joined Trail Financial Planning in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and hourly fees.
One of 212 advisors with offices in Bellingham, and one of 198 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office214 N Commercial St., Bellingham, WA 98225
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$747,352
Advisors at the firm3
States licensed ?1 state
Services through Trail Financial Planning
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2025 – nowTrail Financial Planning LLCCurrent firm
Contact Casey
(360) 399-6486Trail Financial Planning main office 214 N Commercial St.Bellingham, WA 98225Office · Get directions Facebook pageTrail Financial Planning
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Questions to ask Casey
Tailored to Casey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Casey
How do I contact Casey?
Call Trail Financial Planning at (360) 399-6486 and ask for Casey Lederer. Casey works from the Bellingham, WA office.
How long has Casey been a financial advisor?
Casey has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Casey hold?
Series 65. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey paid?
Trail Financial Planning reports being paid by a percentage of the assets they manage, hourly fees. Ask Casey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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