Trek Financial

Trek Financial (CRD# 109376) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,876,635,074 in 9,873 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,877
    MILLION
  • Total Number of Accounts
    9,873
    ACCOUNTS
  • Average Account Value
    $190,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Trek Financial
Showing 1 - 10 of 59 top financial advisors.
1
David P. Andersen
CRD#: 2646200
3515 South 4625 West, West Haven, UT 84401

David Andersen (CRD# 2646200) is an Investment Advisor Representative working at Trek Financial in West Haven, UT and has over 28 years of experience in the finance industry.

2
Jace M. Beck
CRD#: 2224086
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Jace Beck (CRD# 2224086) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 29 years of experience in the finance industry.

3
Benjamin R. Bimson
CRD#: 4835074
2050 Lyndell Terrace, Suite 110, Davis, CA 95616

Benjamin Bimson (CRD# 4835074) is an Investment Advisor Representative working at Trek Financial in Davis, CA and has over 19 years of experience in the finance industry.

4
Clinton R. Brown
CRD#: 4367308
209 Avenida Del Mar, Suite 201 C, San Clemente, CA 92672

Clinton Brown (CRD# 4367308) is an Investment Advisor Representative working at Trek Financial in San Clemente, CA and has over 23 years of experience in the finance industry.

5
Eric G. Burstock
CRD#: 1586260
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Eric Burstock (CRD# 1586260) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 37 years of experience in the finance industry.

6
Stephen C. Captain
CRD#: 1637709
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Stephen Captain (CRD# 1637709) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 33 years of experience in the finance industry.

7
David D. Carroll
CRD#: 1801652
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

David Carroll (CRD# 1801652) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 36 years of experience in the finance industry.

8
Anthony J. Christensen
CRD#: 5709608
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Anthony Christensen (CRD# 5709608) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 14 years of experience in the finance industry.

9
Peter M. Cymbalak
CRD#: 6335319
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Peter Cymbalak (CRD# 6335319) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 9 years of experience in the finance industry.

10
Kaitlin M. Desnoyer
CRD#: 6104103
320 Osuna Rd Ne, Unit G-1, Albuquerque, NM 87107

Kaitlin Desnoyer (CRD# 6104103) is an Investment Advisor Representative working at Trek Financial in Albuquerque, NM and has over 9 years of experience in the finance industry.

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