Grace Marie Himmelright

Current Employers

Employment History

• 06/2004 → Present
  Wfgia
  Eastlake, OH
• 09/2011 → 01/2022
  United Healthcare
  Minnetonka, MN
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Eastlake, OH
• 05/2012 → 07/2019
  Remco Business Products, Llc
  Sylvania, OH
• 07/2015 → Present
  Insure With Grace, Llc
  Eastlake, OH
• 01/2019 → Present
  Netlaw
  Louisville, KY
• 04/2020 → 01/2024
  College Loan Freedom
  Henderson, NV
• 02/2020 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 06/2005 → Present
  Rental Property
  Mentor, OH
• 01/2022 → Present
  Pinnacle Financial Service, Inc.
  Warminster, PA
• 01/2022 → Present
  United Healthcare Medicare Plans
  Cleveland, OH
• 08/2022 → Present
  Geoblue Anthem Blue Cross
  King Of Prussia, PA
• 09/2023 → Present
  Champion Health
  Scottsdale, AZ
• 01/2024 → Present
  Insure With Grace, Inc
  Kirtland, OH
• 03/2022 → Present
  Legacyshield Solutions Inc
  Ponte Vedra Beach, FL

Previous Registrations

• 2008-05-28 → 2012-01-06
  Investment Advisors International, Inc.
  Warren, OH
  Poland, OH
  Willoughby Hills, OH
  Willoughby Hills, OH

Other Businesses

"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

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-02
• S63 Uniform Securities Agent State Law Examination
  2005-06-07