Louise Goudy Willmering

Employer firm

Crewe Advisors CRD 173920

$3.05B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1995 → 09/2021
  Bmo Financial Group
  Scottsdale, AZ
• 09/2021 → Present
  Crewe Advisors
  Scottsdale, AZ

Other Businesses

Sonic Aerospace, Inc. Business in not investment related. It is an aerospace manufacturing company. 7419 W Boston St. Chandler AZ 85226 Vice President 2003 - start date This is a family business which does not require my time during trading hours and very little time otherwise. I do not have any operational business duties.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-12-03

Designations

• Chartered Financial Analyst

Other Names

• Louise Margaret Diethelm
• Louise Margaret Goudy