Heidi Johnson Bixby has been President & Chief Compliance Officer of Johnson Bixby & Associates since October 2020, is a control person of the firm and directly owns 75% or more of it. Heidi Johnson Bixby holds a Bachelor of Business in Financial Planning emphasis from Marylhurst University.
Johnson Bixby & Associates, LLC is a Vancouver, WA firm with $934M under management, 777 clients and 6 advisers in one office, as of its March 2026 filing.
Heidi Johnson Bixby is CEO, president and financial planner of Johnson Bixby, based in Vancouver, Washington. She is the owner of the firm and leads it with a focus on building the firm to give back to the profession of financial planning and to the community. She began her career in financial planning in 1991 as an assistant to Deborah Johnson, the firm's founder.
Heidi Johnson Bixby’s longest registration was 22 years at KMS Financial Services, Inc (1998–2020). Before joining Johnson Bixby & Associates in 2020, Heidi Johnson Bixby was registered through KMS Financial Services, Inc.
- KMS Financial Services, Inc– · 22 yearsVancouver, WA · Adviser representative · Firm CRD 3866
Professional designations
Listed by Johnson Bixby & Associates
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
Heidi Johnson Bixby is registered as an investment adviser representative in 2 states. Each was approved in October 2020.
- TexasSince 16 October 2020
- WashingtonSince 16 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 62 | Corporate Securities Limited Representative Examination | 3 June 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 April 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 May 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 April 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Heidi Marie Johnson Bixby
- CRD
- 2215324
- Firm
- Johnson Bixby & Associates · CRD 310839
- Role
- President & Chief Compliance Officer
- Office
- 275 WEST THIRD STREET, SUITE 600, Vancouver, WA 98660
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- johnsonbixby.com
Where does Heidi Johnson Bixby work?
Heidi Johnson Bixby has been President & Chief Compliance Officer of Johnson Bixby & Associates, LLC since October 2020, and is a control person of the firm.
Is Heidi Johnson Bixby a financial advisor?
Yes. Heidi Johnson Bixby has a current investment-adviser registration in Texas and Washington, through Johnson Bixby & Associates since October 2020.
How many years of experience does Heidi Johnson Bixby have?
Heidi Johnson Bixby has 33 years in the financial industry, since May 1993, across 2 adviser firms.
What exams has Heidi Johnson Bixby passed?
Heidi Johnson Bixby has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 62. The earliest, the Series 63, was passed in April 1992. FINRA credited Heidi Johnson Bixby with the SIE, which began in October 2018.
Where is Heidi Johnson Bixby based?
Heidi Johnson Bixby’s registered office is in Vancouver, WA.
Is Heidi Johnson Bixby registered with FINRA?
Yes. Heidi Johnson Bixby has a current broker registration, under CRD 2215324.
Source: FINRA BrokerCheck
Is Heidi Johnson Bixby a CFP?
Johnson Bixby & Associates lists Heidi Johnson Bixby with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Heidi Johnson Bixby’s record?
Search CRD 2215324 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Heidi Johnson Bixby’s full registration record.