Robert
Himmelman
Mission Wealth Management, Lp
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About this Advisor
Robert Himmelman is a financial advisor based in Scottsdale, Arizona, working with Mission Wealth Management, Lp. Robert has previously held positions at Ubs Financial Services Inc, Cushman & Wakefield, Mercedes Benz Usa, Consulting, Fidelity Investments, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Tmd Wealth Management, Cardone Ventures, Evervest Financial, Lpl Financial LLC, Stratos Wealth Partners, LTD, Fortitude Family Office, and Mission Wealth Management, Lp. Robert has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Robert is part of Mission Wealth Management, Lp, which operates out of Scottsdale, Arizona. The firm has 37 offices and 145 employees. Mission Wealth Management, Lp manages assets totaling $10.0 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mission Wealth Management, Lp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mission Wealth Management, Lp Brokerage Details
$10,024,060,630
145
12,456
$804,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Robert Himmelman Work History
Mission Wealth Management, Lp
Fortitude Family Office
Evervest Financial
Lpl Financial LLC
Stratos Wealth Partners, LTD
Cardone Ventures
Merrill Lynch, Pierce, Fenner & Smith Inc
Tmd Wealth Management
Bank Of America, N.A
Fidelity Investments
Ubs Financial Services Inc
Mercedes Benz Usa
Consulting
Cushman & Wakefield
Disclosures
Please visit the SEC profile of Robert Himmelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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