Cindy Marker Hegy

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 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

• 04/2008 → Present
  Geneos Wealth Management, Inc.
  Greenwood Village, CO
• 11/2008 → 06/2020
  Financial Design & Management
  Fort Collins, CO
• 10/2011 → Present
  G5 Financial Group
  Greenwood Village, CO
• 04/2012 → 08/2018
  G5 Financial Group Ria, Llc
  Greenwood Village, CO

Previous Registrations

• 2008-10-30 → 2020-05-29
  Financial Design & Management, Inc.
  Fort Collins, CO
• 2012-04-30 → 2017-12-21
  G5 Financial Group Ria, Llc
  Greenwood Village, CO
• 1999-01-01 → 2011-09-06
  Adrian & Associates Inc
  Greenwood Village, CO

Other Businesses

1)DBA: WILL WORK UNDER G5 FINANCIAL GROUP BUSINESS LOCATED AT BRANCH LOCATION. 2)RENTAL PROPERTY INCOME. 3)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-09-01

Designations

• Certified Financial Planner

Other Names

• Cindy Sue Marker
• Cindy Sue Marker