Tracy Lynn Helmer
Portfolio Manager-Equities at German American Bancorp, Inc. (Investment Management)
Profile
Ms. Tracy L.
Helmer is a Senior Financial Consultant at German American Bancorp, Inc. She joined German American in 2012 as a Financial Consultant, being promoted to Senior Financial Consultant in 2015.
Ms. Helmer was previously employed as a Principal by IFC Holdings, Inc. and a Principal by ONB Investment Services , Inc.
She received her undergraduate degree from Purdue University.
She holds FINRA registrations Series 7 and 66 with LPL Financial, along with being licensed for Life and Health insurance with her Long Term Care endorsement.
Tracy Lynn Helmer active positions
| Companies | Position | Start |
|---|---|---|
German American Bancorp, Inc. (Investment Management)
 German American Bancorp, Inc. (Investment Management) Investment ManagersFinance German American Bancorp, Inc. (Investment Management) (German American-IM) is the investment management division of German American Bancorp, Inc. (NASDAQ: GABC), a holding company headquartered in Jasper, Indiana. German American-IM serves Southern Indiana and Kentucky with banking, insurance, investments and wealth management services for business and retail clients. | Portfolio Manager-Equities | 2012-10-31 |
Former positions of Tracy Lynn Helmer
| Companies | Position | End |
|---|---|---|
| ONB Investment Services , Inc. | Corporate Officer/Principal | 2010-07-31 |
IFC Holdings, Inc.
 IFC Holdings, Inc. Investment ManagersFinance Founded in 1984, IFC Holdings, Inc. is a registered investment advisor located in Tampa, Florida. The firm does business as INVEST Financial Corp. They are a subsidiary National Planning Holdings, Inc. and their ultimate parent is UK-based Prudential Plc (LSE: PRU). IFC provides advisory services to individuals, corporate entities, trusts, and pension plans and their participants. | Corporate Officer/Principal | 2009-10-31 |
Training of Tracy Lynn Helmer
| Purdue University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
IFC Holdings, Inc.
IFC Holdings, Inc. Investment ManagersFinance Founded in 1984, IFC Holdings, Inc. is a registered investment advisor located in Tampa, Florida. The firm does business as INVEST Financial Corp. They are a subsidiary National Planning Holdings, Inc. and their ultimate parent is UK-based Prudential Plc (LSE: PRU). IFC provides advisory services to individuals, corporate entities, trusts, and pension plans and their participants. | Finance |
| ONB Investment Services , Inc. | Finance |
German American Bancorp, Inc. (Investment Management)
German American Bancorp, Inc. (Investment Management) Investment ManagersFinance German American Bancorp, Inc. (Investment Management) (German American-IM) is the investment management division of German American Bancorp, Inc. (NASDAQ: GABC), a holding company headquartered in Jasper, Indiana. German American-IM serves Southern Indiana and Kentucky with banking, insurance, investments and wealth management services for business and retail clients. | Finance |
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