DB
Dennis W. Bielik
HUB INVESTMENT PARTNERS
Austin, TX 78746
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CRD#: 5980756
DB
Professional summary
Dennis Walter Bielik, CFP® is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Austin, Texas.
Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Dennis has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
#1 Dennis has been a passive investor in Your Green Package in Massachusetts, a non-investment-related cannabis delivery service, since 12/2021; 0 hours/month. #2 Dennis has been a passive investor in Angel's Icehouse restaurant in Spicewood, TX since 08/2021; 0 hours/month. #3 Dennis is an owner and investor in VREIT LLC in Austin, TX; the non-investment-related LLC is a holding vehicle to purchase Crypto, NFTs for personal Investing; 1/2022; 10 hours/month, 0 during trading hours. #4 Creative Action. Not investment related. New York, NY. Position: Treasurer. Nature: Operate finance committee and help with after school programs. Start: 5/1/2021. Hours a month:6. Hours during trading:3.
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Walter Bielik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
January 4, 2022 - Present
HUB INVESTMENT PARTNERS, LLC
Office #1: 900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746RIA
CRD#: 307956
Austin, TX
Past
July 3, 2020 - December 31, 2021
HUB INVESTMENT PARTNERS, LLC
RIA
CRD#: 307956
AUSTIN, TX
Past
April 15, 2019 - December 8, 2020
TCG ADVISORS, LP
RIA
CRD#: 112685
AUSTIN, TX
Past
June 15, 2016 - February 2, 2018
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Austin, TX
Past
June 13, 2016 - February 2, 2018
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Austin, TX
Past
October 21, 2015 - April 12, 2016
RFG ADVISORY, LLC
RIA
CRD#: 158401
VESTAVIA HILLS, AL
Past
September 29, 2015 - March 3, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
CREVE COEUR, MO
Past
June 11, 2014 - August 7, 2015
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
June 11, 2014 - August 7, 2015
SCOTTRADE, INC.
BD
CRD#: 8206
ST. LOUIS, MO
Past
May 23, 2012 - June 2, 2014
TD AMERITRADE, INC.
RIA
CRD#: 7870
FORT WORTH, TX
Past
May 23, 2012 - June 2, 2014
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
FORT WORTH, TX
Past
January 4, 2012 - June 2, 2014
TD AMERITRADE, INC.
BD
CRD#: 7870
FORT WORTH, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
CRD#: 307956 / SEC#: 801-118346
RIA
Registered Investment Advisory firm - (4/1/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/4/2022)
IAR
District of Columbia(5/31/2023)
IAR
Florida(8/26/2024)
IAR
Illinois(5/9/2022)
IAR
Louisiana(5/9/2022)
IAR
Maryland(5/9/2022)
IAR
New Mexico(5/10/2022)
IAR
New York(5/9/2022)
IAR
North Carolina(7/2/2024)
IAR
Oklahoma(5/9/2022)
IAR
South Carolina(7/2/2024)
IAR
Texas(1/4/2022)
IAR
Virginia(5/9/2022)
IAR
Washington(1/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
CRD#: 307956 / SEC#: 801-118346
RIA
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Contact information
Main Address
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746
Mailing Address
Phone number
(512) 600-5390
Established
Firm type
Fiscal year end
# of Employees
144
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,633 |
| AUM (Assets Under Management) | $ 8,979,977,344 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 04/29/2025 | ||
| 01/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
