Dennis Eslick, financial advisor Waterloo IA

Dennis Eslick

CRD Number: 1139480
Current Firm: M Holdings Securities, Inc.

Dennis Eslick (CRD# 1139480) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Eslick Financial Group, Inc. Waterloo, IA Nov 2006 - Current 17
M. Holdings Securities, Inc. Portland, OR Oct 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
Contact Info for Dennis L. Eslick
Phone Number: 800-656-6960
Registered State(s):
  • FL
  • IA
  • WI
By the Numbers
  • Total Assets Under Management
    3,932
    MILLIONS
  • Total Number of Accounts
    10,065
    ACCOUNTS
  • Average Account Value
    $390,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, 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, WY

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