Dennis Bielik, financial advisor Dallas TX
90 score

Dennis Bielik

CRD Number: 5980756
Current Firm: Charles Schwab & Company, Inc.

Dennis Bielik (CRD# 5980756) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Dallas, TX and has over 4 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Dallas TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Bryn Henry, financial advisor Dallas TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Score
101
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Dallas TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Company Name Location Dates Years
Charles Schwab & Company, Inc. Dallas, TX Apr 2016 - Current < 1
Charles Schwab Bank Dallas, TX Apr 2016 - Current < 1
Lpl Financial, LLC Creve Coeur, MO Sep 2015 - Mar 2016 < 1
Rfg Advisory Group, LLC Birmingham, AL Sep 2015 - Mar 2016 < 1
Scottrade St Louis, MO May 2014 - Jul 2015 1
Td Ameritrade Fort Worth, TX May 2012 - May 2014 2
Td Ameritrade Fort Worth, TX Nov 2011 - May 2012 < 1
University Of Texas At Arlington Arlington, TX May 2006 - Dec 2011 5
Td Ameritrade Fort Worth, TX Sep 2011 - Nov 2011 < 1
Page Parkes Management Dallas, TX Sep 2008 - Nov 2011 3
Wish Ultralounge Dallas, TX Aug 2009 - Dec 2009 < 1
Integrated Entertainment Dalls, TX Mar 2008 - Jun 2009 1
Ymca Arlington, TX Sep 2007 - Feb 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Dennis W. Bielik
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.