Dennis Sikorski
Dennis Sikorski is a registered investment advisor at First Heartland Consultants, INC., based in Valparaiso, IN, with 43 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,771 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.
They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.
Location
203 E Jefferson Street, Valparaiso, IN, 46383
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2002Other Business ActivitiesSells Insurance
Dennis is involved in fixed insurance and annuity sales, third-party administration, payroll and accounting through Sikorski Wealth Management Group, and investment advisory services through First Heartland Consultants, Inc. Additionally, Dennis is a member of Talking Numbers, LLC, which owns rental property.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Pnmr Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.