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 11 - 20 of 59 top financial advisors.
11
Deborah J. Detray
CRD#: 2517084
815 E Second St., Suite 100, Defiance, OH 43512

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.

12
Chesley H. Erickson
CRD#: 4427496
375 S 300 W, Suite A, Salt Lake City, UT 84101

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.

13
Kelli L. Erickson
CRD#: 6282186
Mesa, AZ

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.

14
Richard J. Hardman
CRD#: 6135745
7440 S. Creek Road, Suite 444, Sandy, UT 84093

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.

15
David O. Harris
CRD#: 5604929
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

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.

16
David T. Heymann
CRD#: 4743495
2302 N. 3rd Street, Phoenix, AZ 85004

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.

17
Delmer P. Hyde
CRD#: 1033148
1256 W 400 S, Suite 2, Vernal, UT 84078

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.

18
Brandon R. Johns
CRD#: 5607900
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

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.

19
Jared N. Johnsen
CRD#: 2983728
7440 S. Creek Road, Suite 444, Sandy, UT 84093

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.

20
Mark E. Johnson
CRD#: 1136390
6200 N Meeker Place, Ste 200, Boise, ID 83713

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.

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