Dan Helmick
Portfolio Manager-Equities at Pacific Financial Group, Inc.
Network origin in Dan Helmick first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
4
| Subsidiary | Investment Managers | 4 |
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.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Helmick via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Evergreen State College | College/University | Undergraduate Degree | |
| Seattle University | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
| California State University-Fullerton | College/University | Undergraduate Degree | |
BNY Mellon Capital Markets LLC
 BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of British Columbia | College/University | Undergraduate Degree |
Statistics
International
| United States | 6 |
| Canada | 2 |
Sectoral
| Consumer Services | 6 |
| Finance | 2 |
Operational
| Undergraduate Degree | 5 |
| Director/Board Member | 4 |
| Portfolio Manager-Equities | 4 |
| Chief Executive Officer | 3 |
| Chief Investment Officer | 3 |
Most connected contacts
| Insiders | |
|---|---|
| Jennifer Enstad | 3 |
| Megan Meade | 3 |
| Judith Cheng | 3 |
| Jim McClendon | 2 |
| Nick Scalzo | 2 |
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