Trek Financial Information
Contact top employees from
Trek Financial
Summary
Trek Financial is a privately held company that has been in the industry for 30 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 48. To connect with Trek Financial employee register on SignalHire.
Organization Website | trekfinancial.com |
Phone Number | (480) 483-1510 |
Industries | |
Headquarters Location | Financial Advisors, Nationwide, Visit TrekFinancial.com, US |
Employees Size | 10-50 employees |
Specialties | Retirement Planning, Insurance Strategies, Estate and Legacy Planning, Investment Management, Financial Planning, Employee Benefits & Retirement Plan Design, Executive Compensation Planning, Key Employee Financial Advisory, Alliances with CPAs and Attorneys |
Founded | 1996 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Trek Financial shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years20% for 3–4 years20% for 5–7 years20% for 8–10 years25% have over 11 years of service at Trek FinancialEx-employees positions
In Company
In New Company
Contact top employees from
Trek Financial
Melissa Larson
Client Relationship Coordinator
James OHanlon
Head of Derivatives and Portfolio Management
Ethan Venvertloh
Trader & Portfolio Manager
David Maxey
Chief Operations Officer
Amberlee Butters
Business Manager
Justin Young
Chief Executive Officer
Jordan McGrath
Director Of Business Development
Hannah Shoemaker
Senior Marketing Assistant
Kristen Grijalba
Associate Advisor
Anthony LoPresti
Professional Fiduciary Investment Advisor
Benjamin Bimson
Financial Advisor
Jamey McClenny
Fiduciary Investment Advisor
Mark Whittaker
CPA-Financial Advisor
Dallan Graham
Paraplanner
Denis Wheatley
Registered Investment Advisor
Martin Muse
Financial Planner
Tyler Whittaker
Paraplanner
Gavin Schmitt
Investment Advisor
Evan Mathew
Consultant
Mark Manning
Financial Planner
Josh Hegewald
Intern
Alexsa Young
Chief Marketing Officer
Brandon Johns
Financial Advisor
Rick Kinney
Financial Advisor
Midori Desnoyer
Investment Advisor
Jared Williams
Director of Advisory Services
Stan Plaisier
Financial Advisor
Pete Cymbalak
Investment Advisor
Carly Delise
Compliance & Billing Manager
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FAQ
Trek Financial operates in the Finance industries. More details can be found on the official website: trekfinancial.com.
The headquarters of Trek Financial are located in Nationwide, United States.
You can contact Trek Financial by phone at (480) 483-1510.
Trek Financial currently employs 10-50 people.
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