Unclaimed Profile

Heidi Marie Goertzen

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.·PORTLAND, Oregon

Series 65Clean record8 years registeredFERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

888 SW 5TH AVE STE 1200, PORTLAND, OR 97204CRD# 6467216Firm CRD# 104692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heidi Marie Goertzen · PORTLAND, OR

Registration

CRD #6467216 · FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. · 8 years registered

Brand Profile

Not yet started

Career History

BECKER CAPITAL MANAGEMENT, INC.

Mar 2019 – present

CONFLUENCE WEALTH MANAGEMENT LLC

Jun 2018 – Feb 2019

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 27, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

CRD 104692 · SEC 801-11188

AUM

$8.4B

Regulatory assets under management

Employees

4,068 client accounts

Services offered by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Heidi Marie Goertzen offer?

Heidi Marie Goertzen specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.

What are Heidi Marie Goertzen's credentials?

Heidi Marie Goertzen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heidi Marie Goertzen located?

Heidi Marie Goertzen is based in PORTLAND, Oregon, working with FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Heidi Marie Goertzen charge for services?

Heidi Marie Goertzen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. has approximately 60 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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