Dennis Bielik, CFP®, CFA, FRM®

Managing Partner, TCG Advisors

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5388 | Fax: 512-600-5300

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Background

Dennis Bielik is a Vice President and managing director at TCG Group Holdings. He began his
career in banking with Woodforest National Bank in Dallas-Fort Worth 13 years ago and has worked in the financial services/banking industry since 2005. He has experience working at firms such as Charles Schwab & TD Ameritrade. Dennis made the transition to TCG Advisors where he provides financial planning, estate planning, private banking, and investment advisory services.

Dennis is responsible for the oversight and day-to-day operations of TCG Advisors, and he works to maintain the relationships TCG Advisors has with its clients, participants, outside vendors, and financial representatives. His goal is to help as many people as possible outperform retirement.

He has two undergraduate degrees from The University of Texas at Arlington and a Masters in Political Science with a specialization in Political Economics. He currently holds the FRM (Financial Risk Manager) designation and Certified Associate of Project Management (CAPM). He holds three FINRA licenses, Series 7 (General Securities Representative), Series 63 (State Securities Agent), Series 66 (Investment Advisor Representative).

Areas of Focus

  • Wealth management
  • Financial planning
  • Tax planning
  • Cash flow analysis
  • Estate planning
  • Purchasing/selling of a business

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.