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Trek Financial Employee Directory

Financial ServicesUnited States51-200 Employees

Trek Financial is a United States-based financial services firm that operates as an independent advisory network. The company emphasizes autonomy for its independent advisors, highlighting a model without quotas or sales goals to give clients greater control over their financial planning, supported by a shared culture of integrity, transparency and trust.

Find Trek Financial employees' phone numbers or email addresses

Trek Financial Global Highlights

Location
Employees

North America
71

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  • United States Of America
    71

Asia
2

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  • Japan
    1
  • Turkey
    1

Europe
2

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  • Switzerland
    1
  • Germany
    1

Trek Financial's Leadership

  • Chief Financial Officer at Trek Financial
    A. B.
    Chief Financial Officer
    Mobile Phone
  • Chief Investment Officer at Trek Financial
    B. B.
    Chief Investment Officer
    Mobile Phone
  • Owner at Trek Financial
    D. D.
    Owner
    Mobile Phone
  • Deputy Cfo at Trek Financial
    A. P. S.
    Deputy Cfo
    Mobile Phone
  • Experience Manager at Trek Financial
    N. A.
    Experience Manager
    Mobile Phone
  • Investment Advisor at Trek Financial
    M. D.
    Investment Advisor
    Mobile Phone
  • Financial Advisor at Trek Financial
    C. W.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Trek Financial
    D. H.
    Financial Advisor
    Mobile Phone

Trek Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Consultant
  • Other
  • Entrepreneurship

Contact profiles from Trek Financial

Name
Title
Contact
Location
Last Update
  • Chief Financial Officer at Trek Financial
    A. B.
    Chief Financial Officer
    Mobile Phone
    Oct 17, 2024
  • Chief Investment Officer at Trek Financial
    B. B.
    Chief Investment Officer
    Mobile Phone
    Oct 21, 2024
  • Owner at Trek Financial
    D. D.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Deputy Cfo at Trek Financial
    A. P. S.
    Deputy Cfo
    Mobile Phone
    Switzerland, Lucerne
    Jun 02, 2026
  • Experience Manager at Trek Financial
    N. A.
    Experience Manager
    Mobile Phone
    Oct 22, 2024
  • Investment Advisor at Trek Financial
    M. D.
    Investment Advisor
    Mobile Phone
    Sep 18, 2026
  • Financial Advisor at Trek Financial
    C. W.
    Financial Advisor
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at Trek Financial
    D. H.
    Financial Advisor
    Mobile Phone
    Dec 06, 2023
  • Financial Advisor at Trek Financial
    D. H.
    Financial Advisor
    Mobile Phone
    Jun 03, 2026
  • Financial Advisor at Trek Financial
    J. J.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Trek Financial known for?

Minus sign iconPlus sign iconTrek Financial was founded in 1996 and operates in the Financial Services industry. You can contact Trek Financial's main corporate office by phone at
+1-801-429-****
. Explore Trek Financial's company overview page for more information.

What is Trek Financial's most common email format?

Minus sign iconPlus sign iconTrek Financial employees' email format typically follows the pattern of First@bcjfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Trek Financial email formats with LeadIQ.

How many employees does Trek Financial have currently?

Minus sign iconPlus sign iconTrek Financial has approximately 51 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Trek Financial's key employees and leadership?

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As of September 2026, Trek Financial's key employees include:

  • Chief Financial Officer: A. B.
  • Chief Investment Officer: B. B.
  • Owner: D. D.
  • Deputy Cfo: A. P. S.
  • Experience Manager: N. A.

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