Heidi Marie Bird
Investment adviser representative at Rfg Advisory, LLC
15 yearsExperience
2 statesRegistered in
$8BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Rfg Advisory, LLCNov 2025 to now
- Private Client ServicesNov 2025 to now
- Rfg Advisory LLC dba Cambium Wealth PartnersNov 2025 to now
- Independent Financial GroupJan 2022 to Nov 2025
- Thrivent Financial for LutheransJul 2011 to Jan 2022
- Thrivent Investment Management IncJul 2011 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4053028
- Firm CRD
- 158401