Heather Pacheco is a CFP-designated registered investment advisor, based in Denver, CO, with 23 years of industry experience.
Location
789 Sherman Street, Suite 550, Denver, CO, 80203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Heather is an investment advisor at The Ameriflex Group and owner of Cooney Associates, which includes the sale of fixed insurance products. She also dedicates minimal time as a committee member and treasurer for the Second Wind Fund, a non-profit organization.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.