Cindy Bragdon
Vital Investment Management · Loveland, Colorado
Cindy Bragdon is a fee-only financial advisor at Vital Investment Management in Loveland, Colorado, who holds the CFP credential. Vital Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Cindy →
Facts
| Firm | Vital Investment Management |
|---|---|
| Based in | Loveland, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $283.9M across 964 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7936137 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.vimadvisor.com |
How Cindy's firm compares
- Vital Investment Management's average account is about $295,000, from its Form ADV (assets managed divided by 964 accounts).
Request an introduction to Cindy
Tell Cindy a little about what you're looking for. Cindy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cindy
Is Cindy Bragdon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cindy holds no broker registration, and Vital Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cindy charge for financial advice?
Cindy's firm, Vital Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cindy Bragdon based?
Cindy Bragdon is based in Loveland, Colorado.
What credentials does Cindy Bragdon hold?
Cindy Bragdon holds the CFP credential.
Is Cindy Bragdon registered with the SEC?
Yes. Cindy Bragdon is registered as an investment adviser representative in CO (CRD 7936137), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vital Investment Management manage?
Vital Investment Management reports $283.9M across 964 accounts in assets under management.
How do I contact Cindy Bragdon?
Through Cindy's website, www.vimadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.