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Kevin E
ChFC®, Series 63, Series 65
Waterloo, IA
M HOLDINGS SECURITIES, Inc.
Kevin Eslick is a financial advisor with M HOLDINGS SECURITIES, Inc. in Waterloo, IA, holding a ChFC® designation and Series 63 and 65 licenses, with 14 years of industry experience. He is president of Eslick Financial Group, Inc., a wealth management and financial planning firm, and serves on the Planned Giving Advisory Council at Wartburg College. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charities, and businesses nationwide through independent member firms and financial professionals, offering a range of advisory and brokerage services including discretionary investment management, retirement plan consulting, and insurance advisory.
Dennis E
Series 63
Waterloo, IA
M HOLDINGS SECURITIES, Inc.
Dennis Eslick is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 credential and 43 years of industry experience. He has been president of Eslick Financial Group, Inc. since 2006 and has worked with M. Holdings Securities, Inc. since 2001. Outside of his advisory work, he serves on the UNI Panther Scholarship Club Board, which raises funds for scholarships through UNI Athletic Club activities. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, and utilizes both in-house portfolio managers and third-party sub-advisors to support its investment offerings.
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