Louis Himelreich (CRD# 4506770) is an Investment Advisor Representative working at Principal Securities, Inc. in Wilmington, DE and has over 22 years of experience in the finance industry. Louis Himelreich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Advisors Of Delaware Valley | Wilmington, DE | Nov 2017 - Current | 6 |
| Principal Life Insurance Company | Wilmington, DE | Oct 2017 - Current | 6 |
| Principal Securities Inc. | Wilmington, DE | Oct 2017 - Current | 6 |
| Mml Investors Services, LLC | Newark, DE | Mar 2017 - Oct 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Newark, DE | Jul 2016 - Oct 2017 | 1 |
| Metlife Securities | Newark, DE | Jun 2014 - Oct 2017 | 3 |
| Nationwide Securities | Hockessin, DE | Sep 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
- DE
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
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