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Omaha duo with $605M AUM join LPL from Principal Securities

Omaha duo with $605M AUM join LPL from Principal Securities
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Melissa haysTricia seitelbachKristin rickettsPrincipal securitiesVintage financialVice president kristin rickettsTricia seitelbach green

Omaha Duo With $605M AUM Join LPL From Principal Securities

An Omaha duo is forming Vintage Financial Group and joining LPL Financial from Principal Securities, according to the independent broker/dealer.

United statesMindy helfrichPatrick pat rickettsKristin ricketts pat rickettTricia seitelbachMelissa haysDan arnoldPrudential financialStrategic wealth servicesFrancis groupMorgan stanleyFinancial groupWells fargoVintage financial groupVintage financialVice president kristin ricketts

Nebraska team managing more than $600M switches to LPL

A team in Omaha, Nebraska, that managed $605 million in client assets at Principal Securities has switched to LPL Financial, the firm said.

United statesTricia seitelbachPat rickettsMelissa haysKirstin rickettsMindy helfrichFinancial groupPrincipal securitiesVintage financial groupTricia seitelbach green

MIL-OSI: LPL Financial Welcomes Vintage Financial Group

MIL-OSI: LPL Financial Welcomes Vintage Financial Group
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United statesTricia seitelbachScott posnerKirstin rickettsPatrick patm rickettsMelissa haysMindys helfrichBusiness developmentFinancial groupFinancial holdings incPrincipal securities incInvestor relations or pressRecommended sponsor painted moonOriginal artwork directlyVintage financial groupPrincipal securities