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 27 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.

Similar Advisors
Stephen Martin, financial advisor Fort Collins CO
Stephen W. Martin
CRD# 4990898
Martin Wealth Management, LLC
Similar Advisors
Aaron Abernathy, financial advisor Fort Collins CO
Aaron M. Abernathy
CRD# 5743553
Abernathy Financial Planning, LLC
Similar Advisors
Diane Alexander, financial advisor Fort Collins CO
Diane L. Alexander
CRD# 4578630
Contryman Wealth Advisors
Professional Designations
Company Name Location Dates Years
G5 Financial Group Ria, LLC Greenwood Village, CO Apr 2012 - Current 4
G5 Financial Group Greenwood Village, CO Oct 2011 - Current 5
Financial Design & Management Fort Collins, CO Nov 2008 - Current 7
Geneos Wealth Management, Inc. Greenwood Village, CO Apr 2008 - Current 8
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


Ready to hire a financial advisor? Get competitive proposals from Cindy Hegy and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.