Joseph Himelick
Joseph Himelick is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 42 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7200 N Mopac Expy Suite 170, Austin, TX, 78731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent since 1986, selling fixed insurance, annuities, LTC, disability, and life policies, dedicating minimal time. He is also a partner and owner in multiple financial services businesses, including Himelick Financial Group, and owns a holding LLC and farmland.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Systematized Benefits Administrators, INC.Broker
Securities America, INC.Broker
H. Kerr Taylor & Company, INC.Broker
Texvest Securities CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations34 states
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