AeroLeads people directory · profile
David Hefty, Cfp® Email & Phone Number
Chief Executive Officer
at
Credent Wealth Management
1 work email found
@heftywealth.com
1 phone found area 260
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
Auburn, Indiana, United States
Company size
Who is David Hefty, Cfp®? Overview
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Quick answer
David Hefty, Cfp® is listed as Chief Executive Officer at Credent Wealth Management, a with 1 employees, based in Auburn, Indiana, United States. AeroLeads shows a work email signal at heftywealth.com, phone signal with area code 260, and a matched LinkedIn profile for David Hefty, Cfp®.
David Hefty, Cfp® previously worked as Chief Executive Officer/ Co-Founder at Hefty Wealth Partners. David Hefty, Cfp® studied at Purdue University.
Company email context
Email format at Credent Wealth Management
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*@heftywealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for David Hefty, Cfp®. Compare company email patterns before reaching out.
Profile bio
About David Hefty, Cfp®
CEO and Co-Founder of Credent Wealth Management
Listed skills include Financial Services.
Current workplace
David Hefty, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Credent Wealth Management
3 roles · 27 years
David Hefty, Cfp® work experience
A career timeline built from the work history available for this profile.
Chief Executive Officer
CurrentCX Institutional, doing business as Credent Wealth Management, offers a multiple strategy platform that operates on three main pillars aimed at objectivity, strategy diversification, and on-going education. By employing a non-emotional and quantitative process, our platform provides a global approach to asset selection and remains sensitive to the total cost of investing.For important disclosure information regarding services offered through Credent Wealth Management, please visit https://www.credentwealth.com/disclosures
Jul 2000 - Present
Chief Executive Officer/ Co-Founder
Hefty Wealth Partners
I lead Hefty Wealth Partners, A Registered Investment Advisor, by providing vision and direction to the staff. I seek to provide exceptional service and delivery of holistic planning services to all the firm's clients.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment advice offered through Hefty Wealth Partners, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
2000 - Apr 2018
1 education record
David Hefty, Cfp® education
-
Purdue University
FAQ
Frequently asked questions about David Hefty, Cfp®
Quick answers generated from the profile data available on this page.
What company does David Hefty, Cfp® work for?
David Hefty, Cfp® works for Credent Wealth Management.
What is David Hefty, Cfp®'s role at Credent Wealth Management?
David Hefty, Cfp® is listed as Chief Executive Officer at Credent Wealth Management.
What is David Hefty, Cfp®'s email address?
AeroLeads has found 1 work email signal at @heftywealth.com for David Hefty, Cfp® at Credent Wealth Management.
What is David Hefty, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 260 for David Hefty, Cfp® at Credent Wealth Management.
Where is David Hefty, Cfp® based?
David Hefty, Cfp® is based in Auburn, Indiana, United States while working with Credent Wealth Management.
What companies has David Hefty, Cfp® worked for?
David Hefty, Cfp® has worked for Credent Wealth Management and Hefty Wealth Partners.
How can I contact David Hefty, Cfp®?
You can use AeroLeads to view verified contact signals for David Hefty, Cfp® at Credent Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did David Hefty, Cfp® attend?
David Hefty, Cfp® studied at Purdue University.
What skills is David Hefty, Cfp® known for?
David Hefty, Cfp® is listed with skills including Financial Services.
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