Brian Bolek
Brian Bolek is a registered investment advisor at First Heartland Consultants, INC., based in Portage, IN, with 30 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
3141 Willowcreek Rd, Suite M3, Portage, IN, 46368
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a partner at Lyons and Bolek LLP and an IAR at First Heartland Consultants Inc. He also sells long-term care insurance products through Sunlife Financial and works as a weekend crew member at Pudgy's.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Marquis Financial Services, INC.Broker
Fifth Third Securities, INC.Broker
Wedgewood Partners, INC.Broker
Pinnacle Financial Consultants, INC.Broker
State Registrations9 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.