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Louise Goudy Willmering

Crewe Advisors

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About Louise Goudy Willmering

Louise Willmering is a financial advisor at Crewe Advisors. Louise has been in the financial services industry since 1991, holding various roles and registering in multiple states. Louise’s experience includes time at Dean Witter Reynolds Inc. and BMO Financial Group. Louise is currently registered as an Investment Advisor Representative in Arizona and Utah. She is also a Chartered Financial Analyst. Louise is a firm believer in financial planning, and is proud to offer a range of services, such as portfolio management, educational seminars and selection of other advisors to individual and business clients.

Firm Information

Louise Willmering is currently registered with Crewe Advisors. Crewe Advisors is an investment advisor headquartered in Salt Lake City, UT. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm manages approximately $1.62 billion in assets for 1,096 accounts.
Crewe Advisors

650 S. MAIN STREET

SALT LAKE CITY, UT 84101

$1.62B

Assets Under Management

2

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Louise Willmering’s Registration & Firm History

AZ

09/17/2021 - Present

Crewe Advisors (Scottsdale AZ)

NA

11/22/1991 - 07/28/1993

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

BC

Issued 12/03/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louise Goudy Willmering.
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