Grace
Himmelright

Transamerica Financial Advisors, Inc

CRD#4822080
Investment Advisor
in Willoughby, OH

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About this Advisor

Grace Himmelright is a financial advisor based in Willoughby, Ohio, working with Transamerica Financial Advisors, Inc. Grace has previously held positions at Wfgia, United Healthcare, Transamerica Financial Advisors, Inc, Remco Business Products, LLC, Insure With Grace, LLC, Netlaw, College Loan Freedom, Heartland Institute Of Financial Education, Rental Property, Pinnacle Financial Service, Inc, United Healthcare Medicare Plans, Geoblue Anthem Blue Cross, Champion Health, and Insure With Grace, Inc. Grace has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Grace is part of Transamerica Financial Advisors, Inc, which operates out of Willoughby, Ohio. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

9328 Chillicothe Rd.
Willoughby, OH 44094

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

OH Average: $1,855,561,029
Total Number of Employees

1,127

OH Average: 62
Total Number of Accounts

45,001

OH Average: 2,474
Average Account Size

$35,987

OH Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Grace Himmelright Work History

2024 - Present (1 year)

Insure With Grace, Inc

2023 - Present (2 years)

Champion Health

2022 - Present (3 years)

Pinnacle Financial Service, Inc

2022 - Present (3 years)

United Healthcare Medicare Plans

2022 - Present (3 years)

Geoblue Anthem Blue Cross

2020 - Present (5 years)

Heartland Institute Of Financial Education

2019 - Present (6 years)

Netlaw

2015 - Present (10 years)

Insure With Grace, LLC

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2005 - Present (20 years)

Rental Property

2004 - Present (21 years)

Wfgia

2020 - 2024 (4 years)

College Loan Freedom

2012 - 2019 (7 years)

Remco Business Products, LLC

2011 - 2022 (11 years)

United Healthcare

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Disclosures

Please visit the SEC profile of Grace Himmelright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Derek Thompson
New York, NY
Donald Coombs
Concord, CA
Junwei Liu
West Covina, CA
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Pamela Rodriguez Reiffert
San Antonio, TX
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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