Dan Helmick
Portfolio Manager-Equities at Pacific Financial Group, Inc.
Dan Helmick active positions
| Companies | Position | Start | End |
|---|---|---|---|
Pacific Financial Group, Inc.
 Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Portfolio Manager-Equities | 2022-06-30 | - |
| Analyst-Equity | 2022-05-31 | 2022-06-30 | |
Pacific Financial Group LLC
 Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Portfolio Manager-Equities | - | - |
Career history of Dan Helmick
Former positions of Dan Helmick
| Companies | Position | Start | End |
|---|---|---|---|
Randolph Co., Inc.
 Randolph Co., Inc. Investment ManagersFinance Randolph Co., Inc. (RCO) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1996, RCO offers portfolio management to high net worth individuals and families, trusts and foundations. | Portfolio Manager-Equities | 2017-03-31 | 2019-12-31 |
Training of Dan Helmick
| Northern Kentucky University | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 3 |
| Graduate Degree | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Randolph Co., Inc.
Randolph Co., Inc. Investment ManagersFinance Randolph Co., Inc. (RCO) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1996, RCO offers portfolio management to high net worth individuals and families, trusts and foundations. | Finance |
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Finance |
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