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Katharina Helmick

Financial Advisor at LPL Financial

Katharina Helmick is the Financial Advisor at LPL Financial based in United States.I help my clients prepare and go successfully through major life transitions: financial independence for each member of the family, retirement, business succession, divorce, becoming empty nesters - just to name a few. Actually, each day is a transition from yesterday to tomorrow..... With financial planning, the clients and I work towards a. aligning their financial decisions with their values so that they can pursue their goals; b. generating the necessary income to sustain the lifestyle they desire; c. respecting their risk tolerance and their risk capacity; d. leaving a legacy for the ones they love and the things they care about, if they so wish. It can go as far as teaching the future generation the value of financial planning and respect for work; e. SIMPLIFING THEIR LIVES! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA - www.finra.org and SIPC - www.sipc.org. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: Massachusetts and Washington. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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Contact Information

Last Update
06/08/2021
Business Email
****@****.***
Direct Phone
********
HQ Phone
********
Company
Location
Financial Advisor at LPL Financial

Current Workplace

Location

United States

Industry

Financial Services

Description

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.

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Katharina Helmick Work Experience and Education

Work Experience

Financial Advisor
LPL Financial

Education Background

Economics, Business Administration, Business Law, Statistics

Ludwig-Maximilians Universität München

Economics, Business Administration, Business Law, Statistics

Ludwig-Maximilians Universität München

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View Colleagues

Kevin Praseuth
Business Operations Analyst at LPL Financial
Nathan Medina
CERTIFIED FINANCIAL PLANNER™ (CFP®) at LPL Financial
William E. Moran
Financial Consultant at LPL Financial
Tim McGough
EVP, Human Capital at LPL Financial
John Dupont
Financial Advisor at LPL Financial
Robert Kieckhefer
Managing Partner - The Kieckhefer Group at LPL Financial
Tom Ammon
Programmer/Analyst at LPL Financial
Brandy Clements-Corder
Senior Analyst, Marketing Regulatory Review at LPL Financial

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Frequently Asked Questions regarding Katharina Helmick

What company does Katharina Helmick work for?

Katharina Helmick works forLPL Financial

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Katharina Helmick’s latest job experience is Financial Advisor
President at LPL Financial

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Who are Katharina Helmick’s colleagues?

Katharina Helmick’s colleagues are Kevin Praseuth, Nathan Medina, William E. Moran, Tim McGough, Carroll Wilkerson, John Dupont, Robert Kieckhefer, Jennifer Hawkins, Tom Ammon, Brandy Clements-Corder.

What is Katharina Helmick’s role in LPL Financial?

Katharina Helmick’s role inLPL Financial is Financial Advisor

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Katharina Helmick’s business email address is ****@****.***

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Katharina Helmick’s latest education in Ludwig-Maximilians Universität München

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