CT
CFP
CT
CFP

Cyndi Thompson

5 Years of Experience
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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Johnson Bixby
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Kms Financial Services, INC
February 2020 - October 2020 · 8 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Cyndi Thompson - Financial Advisor | TrueAdvisor