Heidi M. Johnson Bixby
JOHNSON BIXBY | CFP
VANCOUVER, WA 98660
Some features on this profile are disabled
CRD#: 2215324
Professional summary
Heidi Marie Johnson Bixby, CFP®, who also goes by Heidi Marie Bixby, is a registered financial advisor currently at JOHNSON BIXBY located in Vancouver, Washington and PRIVATE CLIENT SERVICES, LLC located in Vancouver, Washington.
Heidi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Heidi has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 6 exams.
Question & Answer
What are your service offerings?
Philanthropic services
Trust & estate planning
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
Heidi Marie Bixby
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JOHNSON BIXBY & ASSOCIATES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER WA 98660. RIA. 200 HRS/MO; 90 DURING TRADING HRS. 2) INSURANCE LICENSE. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. SELLING LIFE AND LTC INSURANCE TO CLIENTS AS WELL AS ANNUITIES. LIFE AND LTC SALES THROUGH LENZ FINANCIAL IN PORTLAND, OR. 10 HRS/MO; 2 DURING TRADNG HRS. 3) INTEGRATED TAX SERVICES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. LLC FOR OWNERSHIP OF TAX AND ACCOUNTING FIRM. OWNER. OVERALL LEADERSHIP OF THE MANAGEMENT TEAM, REVIEW LEGAL, HR AND ACCOUNTING ACTIVITY. I DO NOT PREPARE OR SIGN TAX RETURNS. 10 HRS/MO; 0 DURING TRADING HRS. 4) JBA PROPERTIES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER WA 98660. LLC FOR OWNERSHIP AND MANAGEMENT OF COMMERCIAL REAL ESTATE PROPERTY. LEASE PROPERTY, MANAGE TENANT REQUESTS, MANAGE MAINTENANCE AND UPKEEP OF THE BUILDING. 10 HRS/MO; 1 DURING TRADING HRS. 5) RIPPLE EFFECT PROPERTIES, LLC. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. LLC FOR OWNERSHIP AND MANAGEMENT OF COMMERCIAL REAL ESTATE PROPERTY. LEASE PROPERTY, MANAGE TENANT REQUESTS, MANAGE MAINTENANCE AND UPKEEP OF THE BUILDING. 10 HRS/MO; 1 HOUR DURING TRADING HRS. 6) RIPPLE SPACE, LLC. 275 WEST 3RD STREET, SUITE 400, VANCOUVER, WA 98660. LLC FOR SUB-LEASING COMMERCIAL SPACE AS EVENT VENUE. OWNER. OVERALL MANAGEMENT OF THE STAFF WHO LEASE THE SPACE AND MANAGE EVENTS. 5 HRS/MO; 1 HOUR DURING TRADING HRS. 7) HURLEY BUILDING HOA. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. HOA FOR THE COMMON OWNERSHIP EXPENSES OF REAL ESTATE OWNED IN AN OFFICE CONDO. MY FLOORS ARE OWNED BY RIPPLE EFFECT PROPERTIES, LLC. ACCOUNTING AND BILL PAYING FOR THE HOA. 3 HRS/MO; 0 DURING TRADING HRS. 8) GLOBAL SOJOURNS GIVING CIRCLE. 275 WEST 3RD STREET, SUITE 600, VANCOUVER, WA 98660. GLOBAL SOJOURNS GIVING CIRCLE (GSGC) IS A 501(C)(3) THAT CREATES SAFE SPACES IN SOUTHERN AFICIAN COUNTRIES TO EMPOWER AND EDUCATE YOUTH. BOARD MEMBER. TREASURER. 10 HRS/MO; 0 DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Heidi Marie Johnson Bixby's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 16, 2020 - Present
JOHNSON BIXBY
Office #1: 275 West Third Street Suite 600, Vancouver, WA 98660RIA
CRD#: 310839
VANCOUVER, WA
Current
August 12, 2022 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 275 West Third St, Ste 600, Vancouver, WA 98660RIA
BD
CRD#: 120222
Vancouver, WA
Past
November 6, 2020 - August 15, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
VANCOUVER, WA
Past
May 10, 1998 - November 5, 2020
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
VANCOUVER, WA
Past
May 4, 1993 - November 6, 2020
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
VANCOUVER, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JB
JOHNSON BIXBY
JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC
CRD#: 310839 / SEC#: 801-119645
RIA
Registered Investment Advisory firm - (10/16/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/12/2022)
RR
California(8/12/2022)
RR
Colorado(8/12/2022)
RR
Florida(8/12/2022)
RR
Idaho(8/12/2022)
RR
Kansas(8/12/2022)
RR
Minnesota(8/12/2022)
RR
Missouri(8/12/2022)
RR
Montana(8/12/2022)
RR
Nevada(8/12/2022)
RR
New Jersey(8/12/2022)
RR
New York(8/12/2022)
RR
North Carolina(8/16/2022)
RR
Oregon(8/12/2022)
IAR
Texas(10/16/2020)
RR
Texas(8/12/2022)
RR
Virginia(9/13/2023)
IAR
Washington(10/16/2020)
RR
Washington(8/12/2022)
RR
Wyoming(6/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 6/3/2000
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JB
JOHNSON BIXBY
JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC
CRD#: 310839 / SEC#: 801-119645
RIA
Registered Investment Advisory firm - (10/16/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
275 West Third Street Suite 600, Vancouver, WA 98660
Mailing Address
Phone number
(360) 695-1795
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,142 |
| AUM (Assets Under Management) | $ 789,526,420 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
