Dennis
Sikorski
First Heartland Consultants, Inc
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About this Advisor
Dennis Sikorski is a financial advisor operating out of Valparaiso, Indiana with a total of 21 years of industry experience. Sikorski currently works for First Heartland Consultants, Inc. Their career trajectory has included roles at Dennis J. Sikorski- Self Employed, Dennis Sikorski and First Heartland Capital, Inc. Sikorski has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Illinois, Indiana and Texas. First Heartland Consultants, Inc is an advisory firm operating out of Lake Saint Louis, MO. The investment advisory business has offices in 78 locations and a total of 105 employees. It oversees $2 billion in assets under management between its 9,067 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 9,067 customer accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. First Heartland Consultants, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically depend on the type of services offered. Fee types charged by First Heartland Consultants, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Heartland Consultants, Inc Brokerage Details
$1,466,573,479
105
9,067
$161,748
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Dennis Sikorski Work History
Dennis has been registered as a financial advisor for 21 years.*
First Heartland Capital, Inc
Dennis Sikorski
Dennis J. Sikorski- Self Employed
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dennis Sikorski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Heartland Consultants, Inc
Jonesboro, AR
Denver, CO
Rochester, MN
Jackson, MS
Lake Saint Louis, MO
Hillsborough, NJ
Memphis, TN
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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