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Gunnar Himmel

Investment adviser representative at Beacon Pointe Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$54.9BFirm 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Beacon Pointe Advisors, LLCJun 2025 to now
  2. Janney Montgomery Scott LLCMay 2021 to Jun 2025
  3. Goldman Sachs & Co. LLCJan 2021 to May 2021
  4. The Ayco Company, L.p./mercer AlliedAug 2019 to Jan 2021
  5. Pkhb CpasSep 2018 to Aug 2019
  6. Love Apple FarmJun 2018 to Sep 2018
  7. LafargeholcimMay 2017 to Aug 2017
  8. Siena CollegeSep 2014 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Beacon Pointe Advisors, LLC

$54.9BAssets managed
29,929Clients
470Advisers
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
6666475
Firm CRD
119290
Advisor's SEC record (opens in a new tab)
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