Heidi Linda Rexford

Hazard & Siegel Advisory Services LLC

22 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Hazard & Siegel Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

27 advisors

Number of Clients

167 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$378.5M

Fee Structure

Location

5793 Widewaters Parkway, Dewitt, NY, 13214

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History

Regulatory History (1)

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Judgment / Lien

June 2025

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Other Business ActivitiesSells Insurance

Heidi is an independent insurance agent selling fixed insurance products since 2006, dedicating full-time hours. She also owns Mountain Financial Group, a DBA for insurance and securities sales, and rental real estate, spending minimal time on the latter.

Employment History

Current Registrations

Hazard & Siegel, INC.Broker

January 2013 - Present · 13 yrs 1 mo

Hazard & Siegel Advisory Services LLC

January 2013 - Present · 13 yrs 1 mo

Previous Registrations

Ing Financial Partners, INC

January 2007 - December 2012 · 5 yrs 11 mos

Ing Financial Partners, INC.Broker

January 2007 - December 2012 · 5 yrs 11 mos

Raymond James Financial Services

July 2006 - November 2006 · 4 mos

Raymond James Financial Services, INC.Broker

April 2004 - November 2006 · 2 yrs 7 mos

Uvest Financial Services Group, INC.Broker

September 2002 - February 2004 · 1 yr 5 mos

State Registrations2 states

INPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.