Grace Himmelright, financial advisor Kirtland OH

Grace Himmelright

CRD Number: 4822080
Current Firm: Transamerica Financial Advisors, Inc.

Grace Himmelright (CRD# 4822080) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Kirtland, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Insure With Grace, Inc. Kirtland, OH Jan 2024 - Current < 1
Champion Health Scottsdale, AZ Sep 2023 - Current < 1
Geoblue Anthem Blue Cross King Of Prussia, PA Aug 2022 - Current 1
Pinnacle Financial Service, Inc. Warminster, PA Jan 2022 - Current 2
United Healthcare Medicare Plans Cleveland, OH Jan 2022 - Current 2
Heartland Institute Of Financial Education Greenwood Village, CO Feb 2020 - Current 4
Netlaw Louisville, KY Jan 2019 - Current 5
Insure With Grace, LLC Eastlake, OH Jul 2015 - Current 8
Transamerica Financial Advisors, Inc. Eastlake, OH Jan 2012 - Current 12
Rental Property Mentor, OH Jun 2005 - Current 18
Wfgia Eastlake, OH Jun 2004 - Current 19
College Loan Freedom Henderson, NV Apr 2020 - Jan 2024 3
United Healthcare Minnetonka, MN Sep 2011 - Jan 2022 10
Remco Business Products, LLC Sylvania, OH May 2012 - Jul 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Grace M. Himmelright
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY

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