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Heidi Marie Johnson Bixby

JOHNSON BIXBY & ASSOCIATES, LLC·VANCOUVER, Washington
SIE, Series 6, Series 62, Series 63, Series 65CFPClean record28 years registeredJOHNSON BIXBY & ASSOCIATES, LLC
275 WEST THIRD STREET, VANCOUVER, WA 98660CRD# 2215324Firm CRD# 310839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heidi Marie Johnson Bixby · VANCOUVER, WA
Registration
CRD #2215324 · JOHNSON BIXBY & ASSOCIATES, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

JOHNSON BIXBY
Oct 2020 – present
KMS FINANCIAL SERVICES, INC
May 1998 – Nov 2020
VANCOUVER, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 62
Series 63
Series 65
Registration record
First registered · May 10, 1998
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOHNSON BIXBY & ASSOCIATES, LLC
CRD 310839 · SEC 801-119645
AUM
$695M
Regulatory assets under management
Employees
12
2,060 client accounts
Services offered by JOHNSON BIXBY & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JOHNSON BIXBY & ASSOCIATES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Heidi Marie Johnson Bixby offer?
Heidi Marie Johnson Bixby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Heidi Marie Johnson Bixby's credentials?
Heidi Marie Johnson Bixby holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Heidi Marie Johnson Bixby located?
Heidi Marie Johnson Bixby is based in VANCOUVER, Washington, working with JOHNSON BIXBY & ASSOCIATES, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Heidi Marie Johnson Bixby charge for services?
Heidi Marie Johnson Bixby's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOHNSON BIXBY & ASSOCIATES, LLC?
JOHNSON BIXBY & ASSOCIATES, LLC has approximately 12 employees and manages $695M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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