Trek Financial

Trek Financial (CRD# 109376) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,732,993,604 in 3,249 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,733
    MILLION
  • Total Number of Accounts
    3,249
    ACCOUNTS
  • Average Account Value
    $533,393
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, ID, NM, NV, OH, OR, SC, TX, UT, VA, WA, WI, WY

Financial Advisors at Trek Financial
Showing 1 - 10 of 61 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 26 years of experience in the finance industry.

2
Spencer K. Anderson
CRD#: 6371621
107 S 1470 E, Suite 101, Saint George, UT 84790

Spencer Anderson (CRD# 6371621) is an Investment Advisor Representative working at Trek Financial in Saint George, UT and has over 6 years of experience in the finance industry.

3
Kristi Bartholomew
CRD#: 6995987
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Kristi Bartholomew (CRD# 6995987) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 3 years of experience in the finance industry.

4
Jace M. Beck
CRD#: 2224086
1181 Puerta Del Sol, Suite 120, San Clemente, CA 92673

Jace Beck (CRD# 2224086) is an Investment Advisor Representative working at Trek Financial in San Clemente, CA and has over 27 years of experience in the finance industry.

5
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 17 years of experience in the finance industry.

6
Clinton R. Brown
CRD#: 4367308
222 E. Olive Avenue, Suite 5, Redlands, CA 92373

Clinton Brown (CRD# 4367308) is an Investment Advisor Representative working at Trek Financial in Redlands, CA and has over 21 years of experience in the finance industry. Clinton Brown 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.

7
Eric G. Burstock
CRD#: 1586260
Winchester, VA

Eric Burstock (CRD# 1586260) is an Investment Advisor Representative working at Trek Financial in Winchester, VA and has over 35 years of experience in the finance industry.

8
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 31 years of experience in the finance industry. Stephen Captain 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.

9
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 34 years of experience in the finance industry. David Carroll 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.

10
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 12 years of experience in the finance industry. Anthony Christensen 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.