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CT

Cyndi B. Thompson

JOHNSON BIXBY
VANCOUVER, WA 98660
Some features on this profile are disabled
CRD#: 7223773
CT

Professional summary

Cyndi Boman Thompson, CFP®, who also goes by Cynthia Boman Thompson, is a registered financial advisor currently at JOHNSON BIXBY located in Vancouver, Washington.

Cyndi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Cyndi has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cynthia Boman Thompson

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.
FINANCIAL EXECUTIVES INTERNATIONAL OF THE PORTLAND CHAPTER - NOT INVESTMENT RELATED - 1849 SW SALMON ST, PORTLAND, OR 97205 - SOCIAL COMMITTEE CHAIR - 7/1/2019 - 1 HR/MO, 0 HR/MO DURING SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cyndi Boman Thompson's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Experience

Current

October 16, 2020 - Present

JOHNSON BIXBY

Office #1: 275 West Third Street Suite 600, Vancouver, WA 98660
RIA
CRD#: 310839
VANCOUVER, WA
Past

February 26, 2020 - October 21, 2020

KMS FINANCIAL SERVICES, INC.

RIA
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.

Highlighted states indicate IAR registrations

IAR
Washington
(10/16/2020)

Exams

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts2,142
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.

Company Information

JOHNSON BIXBY

CRD#: 310839Vancouver, WA 98660

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