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Kirstin R

CFP®, Series 63, Series 66

Omaha, NE

LPL Financial

Kirstin Ricketts is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with LPL Financial and previously worked at Vintage Financial Group and Princor Financial Services. Outside of advisory work, she is an author and creator of "Hold Loosely Live Freely." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced advisor tools and a broad network of over 22,000 investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tricia S

Series 63, Series 66

Omaha, NE

LPL Financial

Tricia Seitelbach Green is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Vintage Financial Group since 2010 and was previously with Principal Securities Inc. Green is also the owner of Tricia Green Photography, a business unrelated to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mindy H

Series 65, Series 63

Omaha, NE

LPL Financial

Mindy Helfrich is a financial advisor with LPL Financial in Omaha, NE, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. She has been affiliated with LPL Financial since 2023 and has prior experience at Vintage Financial Group, Helfrich Financial Services LLC, Principal Securities Inc., Principal Life Insurance Company, Ameritas Investment Company, and Cincinnati Analysts. In addition to her advisory work, she serves as Social Director for Commercial Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Patrick R

CFP®, Series 63, Series 65

Omaha, NE

LPL Financial

Patrick Ricketts is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. He has held roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Vintage Financial Group and Ricketts Executive Planning concurrently for over a decade. Outside of his advisory work, he owns PRD Investments LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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