Robert Henry Himmelman
Investment adviser representative at Mission Wealth Management, LP
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Mission Wealth Management, LPMay 2025 to now
- Fortitude Family OfficeJun 2024 to May 2025
- LPL Financial LLCFeb 2024 to Jun 2024
- Evervest FinancialFeb 2024 to Mar 2024
- Stratos Wealth Partners, LtdFeb 2024 to Mar 2024
- UnemployedDec 2023 to Feb 2024
- Cardone VenturesMay 2023 to Dec 2023
- Tmd Wealth ManagementApr 2022 to Apr 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Apr 2022
- Bank of America, N.A.Dec 2021 to Apr 2022
- Fidelity InvestmentsJul 2020 to Dec 2021
- UBS Financial Services IncDec 2015 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6593922
- Firm CRD
- 113057