Cindy M Bragdon

Employer firm

Vital Investment Management LLC CRD 300811

$284M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 10/2023 → 05/2024
  Lpg Financial
  Fort Collins, CO
• 08/2006 → 07/2023
  First Western Trust/First Western Financial
  Fort Collins, CO
• 07/2023 → 10/2023
  None
  Severance, CO
• 06/2024 → Present
  Vital Investment Management, Llc
  Loveland, CO

Other Businesses

I am the sole member of Lighthouse Planning, LLC, an entity started 9/2023 to perform financial/estate planning, business succession and retirement planning; 39834 Hilltop Circle, Severance, CO 80610; investment-related but I do not manage assets; devote 5-10 hours per week in this capacity, all during securities trading hours.

Designations

• Certified Financial Planner

Other Names

• Cynthia Madelyn Mast
• Cynthia Madelyn Riddle
• Cynthia M Bragdon