David Himmelreich, financial advisor Plymouth MN
93 score

David Himmelreich

CRD Number: 1026881
Current Firm: Wealth Enhancement Advisory Services, LLC

David Himmelreich (CRD# 1026881) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MN Jun 2016 - Current < 1
Wealth Enhancement Advisory Services Plymouth, MN Jun 2016 - Current < 1
Hynes, Himmelreich, Glennon & Company Darien, CT Apr 1986 - Jun 2016 30
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for David B. Himmelreich
Phone Number: 763-417-1700
Registered State(s):
  • CT
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    3,825
    MILLIONS
  • Total Number of Accounts
    24,591
    ACCOUNTS
  • Average Account Value
    $155,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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