Daniel
Helmick
The Pacific Financial Group, Inc
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About this Advisor
Daniel Helmick is a financial advisor operating out of Lebanon, Ohio with a total of 1 year of industry experience. Helmick is an advisor for The Pacific Financial Group, Inc. Helmick has gained experience at Bank Of Kentucky, Raymond James & Associates, Valmark Securities, Inc, Valmark Advisers, Inc, Randolph Co Inc, Journey Advisory Group, LLC and The Pacific Financial Group, Inc. Helmick has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Ohio and Washington. The Pacific Financial Group, Inc is a registered investment business operating out of Bellevue, WA. The investment advisory business has offices in two locations and a total of 85 financial advisors. It handles $3 billion in total assets between its 19,568 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 19,568 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types charged by The Pacific Financial Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Pacific Financial Group, Inc Brokerage Details
$3,039,889,861
85
19,568
$155,350
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Daniel Helmick Work History
Daniel has been registered as a financial advisor for 1 years.*
The Pacific Financial Group, Inc
Journey Advisory Group, LLC
Randolph Co Inc
Valmark Securities, Inc
Valmark Advisers, Inc
Raymond James & Associates
Bank Of Kentucky
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Helmick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Pacific Financial Group, Inc
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Lebanon, OH
Bellevue, WA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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