Cindy Hegy, financial advisor Fort Collins CO
96 score

Cindy Hegy

CRD Number: 1100309
Current Firm: Financial Design & Management, Inc.

Cindy Hegy (CRD# 1100309) is an Investment Advisor Representative working at Financial Design & Management, Inc. in Fort Collins, CO and has over 28 years of experience in the finance industry. Cindy Hegy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
G5 Financial Group Ria, LLC Greenwood Village, CO Apr 2012 - Current 5
G5 Financial Group Greenwood Village, CO Oct 2011 - Current 6
Financial Design & Management Fort Collins, CO Nov 2008 - Current 9
Geneos Wealth Management, Inc. Greenwood Village, CO Apr 2008 - Current 9
Adrian & Associates Greenwood Village, CO Apr 1996 - Oct 2011 15
Royal Alliance Associates, Inc. Denver, CO Apr 1996 - Mar 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Contact Info for Cindy M. Hegy
Phone Number: 970-490-2033
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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