HB
CFP
HB
CFP

Heidi Marie Johnson Bixby

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Loading...

Location

275 West Third Street, Suite 600, Vancouver, WA, 98660

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Heidi is involved in several outside business activities, including working as an RIA at Johnson Bixby & Associates, LLC, which takes nearly full-time. She also holds an insurance license and sells life, long-term care insurance, and annuities, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2022 - Present · 3 yrs 6 mos
Johnson Bixby
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
November 2020 - August 2022 · 1 yr 9 mos
Kms Financial Services, INC
May 1998 - November 2020 · 22 yrs 6 mos
Kms Financial Services, INC.Broker
May 1993 - November 2020 · 27 yrs 6 mos
State Registrations18 states
AZCACOFLIDKSMNMOMTNCNJNVNYORTXVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Heidi Marie Johnson Bixby - Financial Advisor | TrueAdvisor