Louise G. Willmering
Professional summary
Louise Goudy Willmering, who also goes by Louise Margaret Diethelm, Louise Margaret Goudy, is a registered financial advisor currently at CREWE ADVISORS located in Scottsdale, Arizona.
Louise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Louise has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Louise Goudy Willmering's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 17, 2021 - Present
CREWE ADVISORS
Office #1: 16100 N. 71st Street Suite 190, Scottsdale, AZ 85254November 22, 1991 - July 28, 1993
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
CREWE ADVISORS
CRD#: 173920 / SEC#: 801-80723
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/17/2021)
(9/17/2021)
Exams
Current Firm
CREWE ADVISORS
CRD#: 173920 / SEC#: 801-80723
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,711 |
| AUM (Assets Under Management) | $ 2,512,342,970 |
Red Flags
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