Heidi Bao Phan
Investment adviser representative at Rebalance LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Rebalance LLCApr 2026 to now
- Illumination Wealth ManagementFeb 2025 to Jan 2026
- The Wealth Conservancy, Inc.Oct 2024 to Jan 2025
- The Wealth Conservancy, Inc.Jun 2021 to Sep 2024
- OmnifiqueSep 2019 to Mar 2021
- UnemployedMar 2019 to Aug 2019
- Salute ColoradoAug 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Rebalance LLC
$1.9BAssets managed
656Clients
9Advisers
15 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
- 7995228
- Firm CRD
- 158242