Best Investors Account Sign in
Inactive

Heidi Marie Goertzen

Becker Capital Management, Inc.

Portland, OR

Claim This Profile
Current Employers
Becker Capital Management, Inc.

1211 Sw 5Th Avenue Suite 2600, Portland, OR 97204-3740 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2019-03-21
TX RA APPROVED 2019-03-21
WA RA APPROVED 2019-03-21
  • OR RA
    APPROVED
    Since 2019-03-21
  • TX RA
    APPROVED
    Since 2019-03-21
  • WA RA
    APPROVED
    Since 2019-03-21

Branch Locations

1211 Sw 5Th Avenue Suite 2600, Portland, OR 97204-3740 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ferguson Wellman Capital Management Portland OR 02/2015 05/2018
Confluence Wealth Management Portland OR 06/2018 02/2019
Becker Capital Management, Inc. Portland OR 02/2019 Present
  • 02/2015 → 05/2018
    Ferguson Wellman Capital Management
    Portland, OR
  • 06/2018 → 02/2019
    Confluence Wealth Management
    Portland, OR
  • 02/2019 → Present
    Becker Capital Management, Inc.
    Portland, OR
Previous Registrations
  • 2018-06-27 → 2019-02-18
    Confluence Wealth Management Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-27
  • S65 Uniform Investment Adviser Law Examination
    2018-06-27
Designations

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor