Brian James Bolek

Current Employers

First Heartland Consultants, Inc.

4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2001-08-28

IN RA
APPROVED

Since 2001-08-28

Branch Locations

3141 Willowcreek Rd Suite M3, Portage, IN 46368 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Marquis Financial Services	Valparaiso	IN	02/2001	Present
First Heartland Capital	Lake Saint Louis	MO	07/2001	Present

02/2001 → Present

Marquis Financial Services

Valparaiso, IN
07/2001 → Present

First Heartland Capital

Lake Saint Louis, MO

Other Businesses

Lyons and Bolek LLP. Investment related. Partner. INDEPENDENT - FIXED LIFE AND ANNUITY AND HEALTH INSURANCE. Start 1/18/11. FIRST HEARTLAND CONSULTANTS Inc. Investment related. IAR. INVESTMENT ADVISORY SERVICES. Start 7/24/01. Sunlife Financial. Not investment related. Sale of long term care insurance products. Start 1/31/17. Pudgy's. Not investment related. Employee. Weekend crew member. Start 8/13/22.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-04-24
S63	Uniform Securities Agent State Law Examination	1996-09-20

S65 Uniform Investment Adviser Law Examination

2001-04-24
S63 Uniform Securities Agent State Law Examination

1996-09-20

View on SEC IAPD

Current Employers

First Heartland Consultants, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews