HB
Heidi M. Bird
RFG ADVISORY
COTTONWOOD, AZ 86326
Some features on this profile are disabled
CRD#: 4053028
HB
Professional summary
Heidi Marie Bird, who also goes by Heidi Marie Paurus, Heidi Paurus, Heidi Marie Paurus-fink, is a registered financial advisor currently at RFG ADVISORY, LLC located in Cottonwood, Arizona and PRIVATE CLIENT SERVICES, LLC located in Cottonwood, Arizona.
Heidi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Heidi has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Heidi Marie Paurus | Heidi Paurus | Heidi Marie Paurus-Fink
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)The Pinnacle Group. 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258. Insurance IMO. Agent/VA/Life. 10 hrs/mo; 10 during trading hrs. Investment related 2)RFG Advisory LLC. 1400 Urban Center Dr, Suite 475, Vestavia Hills, AL 35243. IRA. 160 hrs/mo; 160 during trading hrs. 3)Cambium Wealth & Legacy Strategies. 120 Quail Trail, Cottonwood, AZ 86326. DBA. Dually Registered Advisor. 4)Girls on the Run. 2920 N. 4th Street, Flagstaff, AZ 86004. Girls on the run is a non-profit organization. They meet with small teams and train volunteer coaches to inspire girls to build confidence. Volunteer coach for a group of 3rd and 4th graders who are training for a 5k. We work through training modules for 10 weeks. 15 hrs/mo; 0 during trading hrs. Not investment related. 5)Beacon Advisory Council. 7777 Washington Village Drive, Suite 280, Dayton, OH 45459. This is a council of advisors put together to help Beacon support their advisors across the country. We offer feedback to them as they grow. I meet with the council quarterly to provide feedback with marketing and communications to advisors across the country. 0 hrs/mo. Investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Heidi Marie Bird'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®
NoneExperience
Current
November 5, 2025 - Present
RFG ADVISORY, LLC
Office #1: 120 Quail Trail, Cottonwood, AZ 86326RIA
CRD#: 158401
COTTONWOOD, AZ
Current
November 5, 2025 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 120 Quail Trail, Cottonwood, AZ 86326RIA
BD
CRD#: 120222
Cottonwood, AZ
Past
January 25, 2022 - November 5, 2025
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
CAMP VERDE, AZ
Past
January 10, 2022 - November 5, 2025
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
CAMP VERDE, AZ
Past
August 2, 2011 - January 11, 2022
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
TEMPE, AZ
Past
July 18, 2011 - January 11, 2022
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
TEMPE, AZ
Past
May 21, 2009 - July 15, 2011
WADDELL & REED
RIA
CRD#: 866
SCOTTSDALE, AZ
Past
May 30, 2008 - July 15, 2011
WADDELL & REED
BD
CRD#: 866
SCOTTSDALE, AZ
Past
April 3, 2006 - May 28, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
PHOENIX, AZ
Past
March 2, 2005 - May 28, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
PHOENIX, AZ
Past
February 27, 2002 - September 10, 2004
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
NEW YORK, NY
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".
RA
RFG ADVISORY, LLC
21:5 ADVISORS WEALTH MANAGEMENT | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | PARAMOUNT FINANCIAL PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT
CRD#: 158401 / SEC#: 801-79153
RIA
Registered Investment Advisory firm - (2/6/2014 Approved)Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)Texas
Registered Investment Advisory firm - (2/18/2014 Terminated)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(11/5/2025)
IAR
Arizona(11/5/2025)
RR
Colorado(11/5/2025)
RR
Idaho(11/5/2025)
RR
Illinois(11/5/2025)
RR
Iowa(11/5/2025)
RR
Missouri(11/5/2025)
RR
Nevada(11/5/2025)
RR
New Mexico(11/5/2025)
RR
North Carolina(11/6/2025)
RR
Oregon(11/6/2025)
RR
Texas(11/5/2025)
IAR
Texas(11/5/2025)
RR
Utah(11/5/2025)
RR
Washington(11/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RA
RFG ADVISORY, LLC
21:5 ADVISORS WEALTH MANAGEMENT | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | PARAMOUNT FINANCIAL PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT
CRD#: 158401 / SEC#: 801-79153
RIA
Registered Investment Advisory firm - (2/6/2014 Approved)Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)Texas
Registered Investment Advisory firm - (2/18/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245
Mailing Address
Phone number
(205) 397-2450
Established
Firm type
Fiscal year end
# of Employees
277
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 23,999 |
| AUM (Assets Under Management) | $ 6,120,333,343 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RFG ADVISORY, LLC
CRD#: 158401Cottonwood, AZ 86326TRUST BUT VERIFY
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