Jordan Nietzel (CRD# 6488542) is an Investment Advisor Representative working at Trek Wealth Planning in Columbia, MO and has over 8 years of experience in the finance industry. Jordan Nietzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Trek Wealth Planning | Columbia, MO | Sep 2019 - Current | 4 |
Origin Financial | San Francisco, CA | Dec 2021 - Dec 2022 | 1 |
C2fo | Leawood, KS | Jul 2020 - Apr 2021 | < 1 |
C2fo | Leawood, KS | Jun 2018 - Jun 2020 | 2 |
Blooom, Inc. | Leawood, KS | Nov 2016 - May 2018 | 1 |
Demarche Associates | Merriam, KS | Jul 2016 - Nov 2016 | < 1 |
American Century Investment Services, Inc. | Kansas City, MO | Jun 2015 - Jul 2016 | 1 |
Veterans United Home Loans | Columbia, MO | Apr 2014 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2015 |
S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- KS
- MO
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$157,876
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS, MO, TX
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