Cynthia Kay Heidebrecht

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 09/2025
  Avantax Investment Services, Inc.
  Georgetown, TX
• 01/2012 → Present
  Cynthia Heidebrecht, Cpa, Pllc
  Little Hocking, OH
• 03/2013 → 09/2025
  Avantax Advisory Services
  Georgetown, TX
• 01/2012 → 11/2022
  Cynthia Heidebrecht, Cpa,Pllc
  Georgetown, TX
• 08/2013 → 09/2025
  Avantax Insurance Agency, Llc
  Georgetown, TX
• 03/2019 → 12/2021
  San Dia Producing
  Caldwell, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-03-11 → 2025-09-05
  Avantax Advisory Services
  Little Hocking, OH
  Georgetown, TX

Other Businesses

1) CYNTHIA HEIDEBRECHT, CPA, PLLC POSITION: Sole Member, Consultant NATURE: Business that I conducted my tax and accounting practice through. Currently, I have retired from both of these business activities but have left the company open for possibility of consulting with non profit churches and organizations or any other passive income possibility. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2012 ADDRESS: same as registered location DESCRIPTION: Passive income such as rental real estate1) Advise procedures for internal controls2) Respond to questions regarding tax requirements for clergy payroll3) Set up chart of accounts for fund accounting and train personnel. This had been part of my practice which was listed before as place of employment.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-10-08

Designations

• Personal Financial Specialist

Other Names

• Cynthia K Friedt
• Cynthia Friedt