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Cindy Marker Hegy

Investment Adviser Representative at Geneos Wealth Management, Inc.

Greenwood Village, COCRD #1100309Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Cindy Marker Hegy is an investment adviser representative with Geneos Wealth Management, Inc. in Greenwood Village, CO, where they have been registered since 2012. They have worked in the securities industry since 1984 and have been registered with 4 firms, including Financial Design & Management, Inc. and G5 Financial Group RIA, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.

Office

5251 Dtc Parkway, Suite 1001
Greenwood Village, CO 80111

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado
Broker:
5 states and territories

Colorado, Nebraska, North Carolina, Utah, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/1/1989
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/15/1983
Series 24
General Securities Principal Examination
Passed 2/29/1988

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Geneos Wealth Management, Inc.Current
3/7/2012 – Greenwood Village, CO
Financial Design & Management, Inc.
10/30/2008 – 5/29/2020Fort Collins, CO
G5 Financial Group RIA, LLC
4/30/2012 – 12/21/2017Greenwood Village, CO
Adrian & Associates Inc
1/1/1999 – 9/6/2011Greenwood Village, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Geneos Wealth Management, Inc.
    Apr 2008 – no end date reportedGreenwood Village, CO
  2. Financial Design & Management
    Nov 2008 – Jun 2020Fort Collins, CO
  3. G5 Financial Group
    Oct 2011 – no end date reportedGreenwood Village, CO
  4. G5 Financial Group RIA, LLC
    Apr 2012 – Aug 2018Greenwood Village, CO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Geneos Wealth Management, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Broker-dealer and RIA platform services including asset custody options, technology tools, succession and acquisition planning, monetization options, and home office support for independent advisors

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Broker-dealerRIA PlatformIndependent AdvisorsAsset CustodySuccession PlanningAcquisition PlanningWealth Management

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
193
Offices listed on AdvisorFinder:
26
Main office:
Englewood, CO
SEC file number:
801-62331

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 10, 2026

View full firm profile

Other advisors at Geneos Wealth Management, Inc.

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cindy Marker Hegy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Cindy Marker Hegy (Geneos Wealth Management) | AdvisorFinder