Trek Wealth Planning

Trek Wealth Planning (CRD# 307671) is a financial advisory firm headquartered in Columbia, MO. They manage $11,998,595 in 76 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
910 E Broadway, Suite 200, Columbia, MO 65201
http://www.trekwealth.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $157,876
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, TX

Financial Advisors at Trek Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Jordan Nietzel, financial advisor Columbia MO
Jordan Nietzel
CRD#: 6488542
910 E Broadway, Suite 200, Columbia, MO 65201

Jordan Nietzel (CRD# 6488542) is an Investment Advisor Representative working at Trek Wealth Planning in Columbia, MO and has over 8 years of experience in the finance industry.

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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