Jeremy Himmelright (CRD# 6775463) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Kirtland, OH and has over 4 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David Allen Expeditions, Home Services | Fishers, IN | Jan 2024 - Current | < 1 |
| Insure With Grace LLC | Kirtland, OH | Jan 2022 - Current | 2 |
| Pinnacle Financial Service | Warminster, PA | Jan 2022 - Current | 2 |
| Himmelright Insurance Group | Fishers, IN | Jan 2022 - Current | 2 |
| Transamerica Financial Advisors, Inc. | Kirtland, OH | Mar 2017 - Current | 7 |
| United Healthcare Medicare Plans | Cleveland, OH | Feb 2012 - Current | 12 |
| Wfgia | Temecula, CA | Jan 2012 - Current | 12 |
| Amazon | Seattle, WA | Jul 2021 - May 2022 | < 1 |
| John Carroll University | University Hts, OH | Jun 2014 - May 2022 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
- OH
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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