patrick ricketts

president and chief financial officer

About

You're a planner - but are your personal and business finances on course? A review of your goals and finances can help make sure you're on track. I can help with that - providing a comprehensive financial picture, and suggesting customized solutions designed to address gaps. Securities and advisory products and services offered through Principal Securities, Inc., 800-247-1737, Des Moines, IA 50392. Patrick M. Ricketts, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities, Inc. Registered Representative and Financial Advisor. Vintage Financial Group is not an affiliate of any company of the Principal Financial Group. t16070703lf

Country

united states

City

omaha

Industry

financial services

Skill

estate planning, sep and simple iras, annuities, asset allocation, business continuation strategies, business overhead expense, buy sell agreements, buy sell review, charitable giving, college funding strategies, deferred compensation plans, disability income insurance, executive benefits strategies, financial needs analysis, income protection, informal business valuation, iras, key person insurance, long term care insurance, mutual funds, pension plans, retirement planning, salary continuation, split dollar plans, supplemental retirement income, survivor income, tax deferred savings, term life insurance, universal life insurance, wellness programs, wealth accumulation, whole life insurance, 529 plans, deferred compensation, group life, iras, roth ira

Experience

board member

merrymakers

2012-3 - 2014-1 · 1 yr 11 mos

representative

td ameritrade

1997-5 - 2004-1 · 6 yrs 9 mos

member of the board

millard public schools board of education

2010-2 - 2018-1 · 8 yrs

board member

n-club

2009-1 - 2016-1 · 7 yrs 1 mo

president and chief financial officer

vintage financial group

2007-12 - Present · 18 yrs 10 mos

Education

the american college of financial services

2013-1 - Present · 13 yrs 9 mos

millard north high school

the american college

creighton university

business

2005-1 - 2006-1 · 1 yr 1 mo

university of nebraska - lincoln

1999-1 - 2003-1 · 4 yrs 1 mo

CoSIDA Academic All-American honors, a three-time CoSIDA Academic All District, three-time Academic All-Big 12, and was part of the Brook Berringer Citizenship Team and Unity Council. Activities and Societies: Letterwinner University of Nebraska Football Team