Heather Litz Pacheco

Current Employers

Employment History

• 04/2004 → Present
  Cooney Associates
  Denver, CO
• 09/2014 → 04/2020
  Voya Financial Advisors
  Denver, CO
• 04/2020 → 09/2023
  Sagepoint Financial, Inc.
  Denver, CO
• 04/2020 → Present
  The Ameriflex Group, Inc.
  Denver, CO
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Lakewood, CO
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2013-02-07 → 2020-05-04
  Voya Financial Advisors, Inc.
  Denver, CO
  Midvale, UT
  Midvale, UT
• 2003-01-14 → 2003-05-07
  Waddell & Reed
  Englewood, CO
• 2002-07-25 → 2002-12-20
  A. G. Edwards & Sons, Inc.
  Denver, CO

Other Businesses

1. COONEY ASSOCIATES, 6595 W 14th Ave, Suite 100, Lakewood CO 80214, United States, 01/01/2020, Owner, DBA Name, INV REL, 173 HR/MO - 130 HR/MO TRADING 2. COONEY ASSOCIATES, 6595 W 14th Ave, Suite 100, Lakewood CO 80214, United States, 11/06/2003, Agent, Insurance/Benefits/Human Resources, INV REL, 30 HR/MO - 15 HR/MO TRADING 3. SECOND WIND FUND, 303 East 17th Ave., Suite 400, Denver CO 80203, United States, 08/01/2022, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 10 HR/MO - 0 HR/MO TRADING 4. THE AMERIFLEX GROUP, 8485 W Sunset Rd, Suite 204, Las Vegas NV 89113, United States, 04/29/2020, IAR, RIA Affiliation - other than CIRA, INV REL, 173 HR/MO - 130 HR/MO TRADING 5. AUTHOR, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 10/01/2025, Author, Wealth Manager, Author/Educator/Podcast/Speaker, NIR, 2 HR/MO - 2 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-23
• S66 Uniform Combined State Law Examination
  2001-07-28

Designations

Other Names

• Heather Renee Litz
• Heather Renee Litz
• Heather Martinez Litz
• Heather Litz Martinez
• Heather Litz-Pacheco