What departments does Trek Financial have?

Trek Financial has employees across 4 departments including Finance, Entrepreneurship, Consultant, Banking.

What is the largest department at Trek Financial?

The largest department at Trek Financial is Banking with 5 employees.

Where are Trek Financial employees located globally?

Trek Financial has employees across 3 continents and 4 countries including Turkey, Japan, Switzerland, United States Of America.

How has Trek Financial's team size changed over time?

Trek Financial's team has grown from approximately 47 to 49 employees based on available data.

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Trek Financial Employee Directory

Financial ServicesUnited States11-50 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.

Trek Financial Global Highlights

North America
72

United States Of America
72

Asia
2

Turkey
1
Japan
1

Europe
1

Switzerland
1

Trek Financial's Leadership

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

Trek Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Consultant
Accounting
Other
Entrepreneurship

Contact profiles from Trek Financial

Name

Title

Contact

Location

Last Update

A. B.
Chief Financial Officer
Mobile Phone
Email
Oct 17, 2024
B. B.
Chief Investment Officer
Mobile Phone
Email
Oct 21, 2024
D. D.
Owner
Mobile Phone
Email
Oct 16, 2024
A. P. S.
Deputy Cfo
Mobile Phone
Email
SwitzerlandLucerne
Jun 02, 2026
N. A.
Experience Manager
Mobile Phone
Email
Oct 22, 2024
M. D.
Investment Advisor
Mobile Phone
Email
Jun 29, 2026
C. W.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
D. H.
Financial Advisor
Mobile Phone
Email
Dec 06, 2023
D. H.
Financial Advisor
Mobile Phone
Email
Jun 03, 2026
J. J.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Trek Financial known for?

Trek Financial was founded in 1996 operates in the Financial Services industry; you can contact the 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?

Trek Financial employees' email format typically follows the pattern of . 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?

Trek Financial has approximately 50 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Trek Financial's key employees and leadership?

As of July 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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Trek Financial Employee Directory

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