Louis Himelreich, financial advisor Newark DE
96 score

Louis Himelreich

CRD Number: 4506770
Current Firm: Msi Financial Services, Inc.

Louis Himelreich (CRD# 4506770) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Newark, DE and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Metlife Securities Newark, DE Jun 2014 - Current 2
Nationwide Securities Hockessin, DE Sep 2009 - Jun 2014 4
Unemployed Oaks, PA Feb 2009 - Sep 2009 < 1
Sei Investment Management Co Oaks, PA Nov 2006 - Feb 2009 2
Nationwide Securities Inc. Dublin, OH Mar 2005 - Nov 2006 1
Nationwide Insurance Company Wilmington, DE Mar 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for Louis A. Himelreich
Phone Number: 800-638-8378
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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