AS
AS

Anthony Edward Sikorski

11 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
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Location

203 E Jefferson, Valparaiso, IN, 46383

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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.

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Other Business ActivitiesSells Insurance

Anthony is an agent/broker for Sikorski Wealth Management Group, selling insurance since 2015. He is also the sole owner and member of Wisdom Trust Investments, LLC, and an IAR for First Heartland Consultants, providing investment advisory services.

Employment History
Current Registrations
First Heartland Consultants, INC.
February 2015 - Present · 11 yrs
First Heartland Capital, INC.Broker
September 2014 - Present · 11 yrs 5 mos
State Registrations12 states
CACOFLGAILINMINMOKPASCWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.