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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

LPL Financial Welcomes Vintage Financial Group

27.09.2023 - CHARLOTTE, N.C., Sept. 27, 2023 (GLOBE NEWSWIRE) - LPL Financial LLC announced today that financial advisors Patrick “Pat” M. Ricketts, MBA, AIF, CPWA, CFP and Mindy S. Helfrich, CDFA of Vintage Financial Group have joined LPL Financial’s .

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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

Distinguished North Platte High School almuni

The latest selections of distinguished alumni of North Platte High have been announced.

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