Grace M. Himmelright
TRANSAMERICA FINANCIAL ADVISORS | Investment Advisor Representative
Kirtland, OH 44094
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CRD#: 4822080
Professional summary
Grace Marie Himmelright is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Kirtland, Ohio.
Grace is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Grace has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Pinnacle Financial Service, Inc. / 0122-Present / Investment Related: Yes /65 W Street RD, St. A-101 Warminster, PA 18974 / General Agency Owner / Insurance sales / Hrs. Work Monthly: 60 / Sec Trading Hrs: 3 / see attachment Heartland Institute of Financial Education /1119-Present/ Investment Related: No / 8301 E. Prentice Ave., Ste.312 Greenwood Village, CO 80111 / Registry Instructor / Financial Education/ Hrs Work Monthly: 10 / Sec Trading Hrs: 1 / Will conduct 2 hour classes arranged by the Heartland Institute in employer or group settings relevant to financial literacy. I use their material and function as an instructor under the Heartland Institute of Financial Education, Not for profit. I agree to meet with students for a private one-hour financial review during which they can become my TFA/WFG clients. These meetings will occur either in the branch office or at the home of the student / prospective client. INSURE WITH GRACE, LLC; YES; 2775 35784 Lakeland Blvd. Lower Floor, Eastlake OH 44095; SELL MEDICARE SUPPLEMENTAL INSURANCE AND PROPERTY AND CASUALTY INSURANCE; 35 HRS/MO NetLaw / 0119-Present / INVESTMENT RELATED: NO / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243 /Authorized Agent / Estate Planning Services - Self completed forms and archiving services. / hrs work monthly: 1 / Sec trading hrs: 0 / Referring people to their services when they are in need of a will or trust. Rental Property / 0605-Present / Investment Related: No / Reynolds Rd. Mentor, OH 44060 / Owner / Real Estate - Rental , residential / Hrs Work Monthly: .25 / Sec Trading Hrs: 0 / Monthly rent is paid when vacant advertising is don to rent again. UNITED HEALTHCARE MEDICARE PLANS / 0122 - PRESENT / INVESTMENT RELATED: NO / 3608 EUCLID AVE, CLEVELAND OH 44114 / AGENT: SERVICE TO MEDICARE CLIENT/ HOURS PER MONTH: 20 / HOURS DURING SECURITIES TRADING HOURS: 4 / APPROVED WITH RESTRICTIONS GEOBLUE ANTHEM BLUE CROSS POSITION: agent NATURE: Travel health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/30/2022 ADDRESS: 933 First Avenue, King of Prussia PA 19406, United States DESCRIPTION: Provide travel health insurance CHAMPION HEALTH POSITION: agent NATURE: Health and wellness plan INVESTMENT RELATED: No NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 7272 E Indian School Rd, 540, Scottsdale AZ 85251, United States DESCRIPTION: Represent as a supplemental health benefit to employers INSURE WITH GRACE, INC POSITION: Owner NATURE: Health Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 3 START DATE: 01/15/2024 ADDRESS: 9328 Chillicothe Rd, Unit A-1, Kirtland OH 44094, United States DESCRIPTION: Provide quotes and direct clients to health insurance policies to meet their needs. Direct staff and 1099 agents who are contracted through the company with health insurance providers. LegacyShield Solutions Inc Investment Related: No Representative 03/01/2022 Ponte Vedra Beach, FL
CRS (Client Relationship Summary) - RIA
Click below to view Grace Marie Himmelright's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Grace Marie Himmelright's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 9328 Chillicothe Rd., Kirtland, OH 44094RIA
BD
CRD#: 16164
Kirtland, OH
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 9328 Chillicothe Rd., Kirtland, OH 44094RIA
BD
CRD#: 16164
Kirtland, OH
Past
May 28, 2008 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
WILLOUGHBY HILLS, OH
Past
August 12, 2004 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
WILLOUGHBY HILLS, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/25/2025)
RR
Florida(2/5/2020)
RR
Michigan(12/4/2019)
RR
Missouri(2/24/2020)
RR
New York(4/3/2017)
RR
Ohio(1/6/2012)
IAR
Ohio(1/6/2012)
RR
Pennsylvania(6/6/2019)
RR
South Dakota(2/24/2022)
RR
West Virginia(4/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRANSAMERICA FINANCIAL ADVISORS, LLC
Investment Advisor RepresentativeCRD#: 16164Kirtland, OH 44094TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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