Patricia Salinas Himelick

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2014 → 06/2021
  Voya Financial Advisors
  Austin, TX
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2016 → Present
  Insperity Payroll Service
  Austin, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2010 → Present
  Himelick Financial Group Llc, Dba Himelick Financial Group
  Austin, TX
• 03/2024 → Present
  Joe And Pat Life Partners Llc
  Austin, TX

Previous Registrations

• 2011-01-03 → 2021-06-09
  Voya Financial Advisors, Inc.
  Austin, TX
  Houston, TX
  Austin, TX
• 1993-10-15 → 2011-01-03
  Voya Financial Partners, Llc
  Austin, TX
  Austin, TX

Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED ADDRESS; AUSTIN; TX; 78759; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/1989; 5; 5; sell fixed insurance/ annuities, LTC, and life policies through carriers. 2. NAME OF ENTITY: Himelick Financial Group; Yes; 7200 N MOPAC EXPY STE 170; Austin; TX; 78731; Financial Services/dba; partner; 1/1/2010; 40; 32.5; Marketing Insurance, Securities| 3. NAME OF OTHER BUSINESS: INSPERITY PAYROLL SERVICE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EMPLOYEE BENEFITS PEO; START DATE: 09/28/2016; POSITION/TITLE/RELATIONSHIP: PEO EMPLOYEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: N/A PEO; 4. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: FM 17620/CEMETERY RD, RAYMONDVILLE, TX, 78580, NATURE OF BUSINESS: FARMING, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: VARIES, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: HAY HARVESTING ON OWNED LAND; 5. NAME OF OTHER BUSINESS: HIMELICK FINANCIAL GROUP LLC, DBA HIMELICK FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/2010, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: JOE AND PAT LIFE PARTNERS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOLDING LLC; START DATE: 3/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING LLC;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-31
• S63 Uniform Securities Agent State Law Examination
  1985-10-23

Other Names

• Pat Himelick