Unclaimed Profile

Dennis Walter Bielik

HUB INVESTMENT PARTNERS, LLC·AUSTIN, Texas

SIE, Series 7, Series 63, Series 66CFPClean record14 years registeredHUB INVESTMENT PARTNERS, LLC

900 S. CAPITAL OF TX HIGHWAY, AUSTIN, TX 78746CRD# 5980756Firm CRD# 307956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis Walter Bielik · AUSTIN, TX

Registration

CRD #5980756 · HUB INVESTMENT PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

HUB INVESTMENT PARTNERS, LLC

Jan 2022 – present

TCG ADVISORS

Jul 2020 – Dec 2021

AUSTIN, TX

TCG ADVISORS, LP

Apr 2019 – Dec 2020

AUSTIN, TX

CHARLES SCHWAB & CO., INC.

Jun 2016 – Feb 2018

Austin, TX

RFG ADVISORY GROUP, LLC

Oct 2015 – Apr 2016

VESTAVIA HILLS, AL

SCOTTRADE INVESTMENT MANAGEMENT

Jun 2014 – Aug 2015

SAINT LOUIS, MO

AMERIVEST INVESTMENT MANAGEMENT, LLC

May 2012 – Jun 2014

FORT WORTH, TX

TD AMERITRADE, INC.

May 2012 – Jun 2014

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · May 23, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUB INVESTMENT PARTNERS, LLC

CRD 307956 · SEC 801-118346

AUM

$7.3B

Regulatory assets under management

Employees

2,202 client accounts

Services offered by HUB INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HUB INVESTMENT PARTNERS, LLC →

Introduction

Speak with Dennis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dennis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dennis Walter Bielik offer?

Dennis Walter Bielik specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Dennis Walter Bielik's credentials?

Dennis Walter Bielik holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dennis Walter Bielik located?

Dennis Walter Bielik is based in AUSTIN, Texas, working with HUB INVESTMENT PARTNERS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Dennis Walter Bielik charge for services?

Dennis Walter Bielik's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUB INVESTMENT PARTNERS, LLC?

HUB INVESTMENT PARTNERS, LLC has approximately 50 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →