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Dennis Bielik, CFP®, CFA, FRM®

Executive Vice President and Managing Director 

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5388 | Fax: 737-704-0496

Background

Dennis Bielik oversees operations of TCG Advisory Services, LLC, a HUB International company (TCG), where he works to nurture the relationships TCG Advisors has with its clients, participants, outside vendors, and financial representatives. His goal is to serve his clients to outperform their retirement goals.

Dennis holds undergraduate degrees from The University of Texas at Arlington as well as a Masters in Political Science with a specialization in Political Economics. Dennis began his career in banking with Woodforest National Bank in Dallas-Fort Worth in 2007 and has worked in the financial services/banking industry since 2005. His experience spans a successful career at Charles Schwab and TD Ameritrade. 

Dennis made the transition to TCG Advisors in 2018 where he provides financial planning, estate planning, private banking, and investment advisory services. 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
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
 
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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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.