BB
BB

Brian James Bolek

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
Loading...

Location

3141 Willowcreek Rd, Suite M3, Portage, IN, 46368

Get directions

History

Regulatory History
Clean regulatory record

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.
August 2001 - Present · 24 yrs 6 mos
First Heartland Capital, INC.Broker
July 2001 - Present · 24 yrs 7 mos
Previous Registrations
Marquis Financial Services, INC.Broker
February 2001 - July 2001 · 5 mos
Fifth Third Securities, INC.Broker
February 2000 - February 2001 · 1 yr
Wedgewood Partners, INC.Broker
May 1998 - February 2000 · 1 yr 9 mos
Pinnacle Financial Consultants, INC.Broker
October 1996 - May 1998 · 1 yr 7 mos
State Registrations7 states
COFLGAIAILINWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.