Zachary
Reuter

Johnson Bixby

CRD#7219813
Investment Advisor
in Vancouver, WA

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About this Advisor

Zachary Reuter is a financial advisor based in Vancouver, Washington, working with Johnson Bixby. Zachary has previously held positions at Kms Financial Services, Inc, Cable Hill Partners, Jesuit Volunteer Corps Northwest, Johnson Bixby & Associates LLC Dba Johnson Bixby, Securities America, Inc, Private Client Services, and Johnson Bixby & Associates, LLC Dba Johnson Bixby. Zachary has passed the Series 63 regulatory exam and is registered to provide services in Washington. Currently, Zachary is part of Johnson Bixby, which operates out of Vancouver, Washington. The firm has 12 employees and manages assets totaling $694.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Johnson Bixby includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

275 West Third Street Suite 600
Vancouver, WA 98660

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Johnson Bixby Brokerage Details

Total Assets Under Management

$694,870,708

WA Average: $3,566,627,242
Total Number of Employees

12

WA Average: 46
Total Number of Accounts

2,060

WA Average: 1,499
Average Account Size

$337,316

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Zachary Reuter Work History

2022 - Present (3 years)

Private Client Services

2022 - Present (3 years)

Johnson Bixby & Associates, LLC Dba Johnson Bixby

2020 - 2020 (< 1 year)

Kms Financial Services, Inc

2020 - 2022 (2 years)

Johnson Bixby & Associates LLC Dba Johnson Bixby

2020 - 2022 (2 years)

Securities America, Inc

2017 - 2020 (3 years)

Cable Hill Partners

2013 - 2017 (4 years)

Jesuit Volunteer Corps Northwest

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Disclosures

Please visit the SEC profile of Zachary Reuter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnson Bixby

Kailee Aparicio
Vancouver, WA
Zachary Reuter
Vancouver, WA
Heidi Smart
Vancouver, WA
Lana Alvarez
Vancouver, WA
Alexander Ali
Vancouver, WA
Cynthia Thompson
Vancouver, WA
Lynn Snyder
Vancouver, WA
Patricia Spies
Vancouver, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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