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).
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Total Assets Under Management1,877MILLION
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Total Number of Accounts9,873ACCOUNTS
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Average Account Value$190,077
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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
Deborah Detray (CRD# 2517084) is an Investment Advisor Representative working at Trek Financial in Defiance, OH and has over 29 years of experience in the finance industry.
Chesley Erickson (CRD# 4427496) is an Investment Advisor Representative working at Trek Financial in Salt Lake City, UT and has over 22 years of experience in the finance industry.
Kelli Erickson (CRD# 6282186) is an Investment Advisor Representative working at Trek Financial in Mesa, AZ and has over 10 years of experience in the finance industry.
Richard Hardman (CRD# 6135745) is an Investment Advisor Representative working at Trek Financial in Sandy, UT and has over 11 years of experience in the finance industry.
David Harris (CRD# 5604929) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 14 years of experience in the finance industry.
David Heymann (CRD# 4743495) is an Investment Advisor Representative working at Trek Financial in Phoenix, AZ and has over 20 years of experience in the finance industry.
Delmer Hyde (CRD# 1033148) is an Investment Advisor Representative working at Trek Financial in Vernal, UT and has over 37 years of experience in the finance industry.
Brandon Johns (CRD# 5607900) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 15 years of experience in the finance industry.
Jared Johnsen (CRD# 2983728) is an Investment Advisor Representative working at Trek Financial in Sandy, UT and has over 26 years of experience in the finance industry.
Mark Johnson (CRD# 1136390) is an Investment Advisor Representative working at Trek Financial in Boise, ID and has over 25 years of experience in the finance industry.