HS
HS

Heidi Janell Smart

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
755 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$789.5M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

275 West Third Street, Suite 600, Vancouver, WA, 98660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Heidi works full-time for Johnson Bixby & Associates, LLC as a Registered Investment Advisor. She holds an Oregon Insurance License but is not a producing agent.

Employment History
Current Registrations
Johnson Bixby
May 2024 - Present · 1 yr 9 mos
Private Client Services, LLCBroker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
November 2020 - August 2022 · 1 yr 9 mos
Kms Financial Services, INC.Broker
May 2013 - November 2020 · 7 yrs 6 mos
Cambridge Investment Research, INC.Broker
August 2011 - May 2013 · 1 yr 9 mos
State Registrations2 states
ORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.