Dennis Walter Bielik
Investment adviser representative at Hub Investment Partners, LLC
10 yearsExperience
15 statesRegistered in
CFP® certificationDesignation
$11.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Hub Investment Partners, LLCJan 2022 to now
- Hub InternationalAug 2021 to now
- Tcg Advisors, LLC a Hub International CompanyJul 2020 to now
- Tcg Advisors LPJan 2018 to Jul 2020
- Charles Schwab & Co., IncApr 2016 to Dec 2018
- Charles Schwab BankApr 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 15 states (CA, DC, FL, IL, LA, MD, NC, NM, NY, OK, PR, SC, TX, VA, WA).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5980756
- Firm CRD
- 307956