HB
HB

Heidi Buck

23 Years of Experience
Bellevue, WA
Broker

Heidi Buck is a registered investment advisor at D.A. Davidson & CO., based in Bellevue, WA, with 23 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10400 NE 4th St., Suite 400, Bellevue, WA, 98004

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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.

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Employment History
Current Registrations
D.A. Davidson & CO.
June 2025 - Present · 11 mos
D.A. Davidson & CO.Broker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Investments, LLCBroker
June 1993 - September 2010 · 17 yrs 3 mos
State Registrations15 states
AZCACODCHIIDILMAMDMNNYORPATXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.