Trek Financial

Trek Financial (CRD# 109376) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,260,449,578 in 4,584 accounts and serve the financial needs of clients across 40 states (or territories).

Current Firm Details
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255
http://strategicfinancial.services/
By the Numbers
  • Total Assets Under Management
    2,260
    MILLION
  • Total Number of Accounts
    4,584
    ACCOUNTS
  • Average Account Value
    $493,117
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 41 - 50 of 61 top financial advisors.
41
Jolyn Whittaker, financial advisor Spanish Fork UT
Jolyn Whittaker
CRD#: 6934864
Spanish Fork, UT

Jolyn Whittaker (CRD# 6934864) is an Investment Advisor Representative working at Trek Financial in Spanish Fork, UT and has over 6 years of experience in the finance industry.

42
Mark Whittaker, financial advisor Scottsdale AZ
Mark D. Whittaker
CRD#: 4608485
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Mark Whittaker (CRD# 4608485) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 21 years of experience in the finance industry.

43
Alexandra Abraham, financial advisor Scottsdale AZ
Alexandra L. Abraham
CRD#: 5844292
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Alexandra Abraham (CRD# 5844292) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 2 years of experience in the finance industry.

44
H Adolphson, financial advisor Tacoma WA
H J. Adolphson
CRD#: 7294649
1001 S. Yakima Ave., Suite 11a, Tacoma, WA 98405

H Adolphson (CRD# 7294649) is an Investment Advisor Representative working at Trek Financial in Tacoma, WA and has over 3 years of experience in the finance industry.

45
Tory Anderson, financial advisor Vernal UT
Tory D. Anderson
CRD#: 7403747
1256 W 400 S, Suite 2, Vernal, UT 84078

Tory Anderson (CRD# 7403747) is an Investment Advisor Representative working at Trek Financial in Vernal, UT and has over 2 years of experience in the finance industry.

46
Cameron Blake, financial advisor Saint George UT
Cameron L. Blake
CRD#: 7035992
912 W 1600 S, Suite B201, Saint George, UT 84770

Cameron Blake (CRD# 7035992) is an Investment Advisor Representative working at Trek Financial in Saint George, UT and has over 4 years of experience in the finance industry.

47
Christopher Captain, financial advisor Scottsdale AZ
Christopher S. Captain
CRD#: 7015714
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Christopher Captain (CRD# 7015714) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has 1 year of experience in the finance industry.

48
Keturah Cox, financial advisor Scottsdale AZ
Keturah K. Cox
CRD#: 7186162
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Keturah Cox (CRD# 7186162) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 4 years of experience in the finance industry.

49
Caleb Cymbalak, financial advisor Scottsdale AZ
Caleb Cymbalak
CRD#: 7408837
8355 East Hartford Drive, Suite 105, Scottsdale, AZ 85255

Caleb Cymbalak (CRD# 7408837) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 2 years of experience in the finance industry.

50
George Denham, financial advisor Phoenix AZ
George R. Denham
CRD#: 7899353
2302 N. 3rd Street, Phoenix, AZ 85004

George Denham (CRD# 7899353) is an Investment Advisor Representative working at Trek Financial in Phoenix, AZ and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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