How does Trek support your unique path? 
Trek was founded on five core values: integrity, transparency, confidence, focus and independence.
 
Our firm was built on the idea that our independent advisors should have just that – independence. We have no quotas, no sales goals, and no limits. Our business model provides our advisors with the freedom to plan your financial path without limitations – giving you control over your financial future.

What makes Trek different?

Trek is designed as a network through which our advisors are able to collaborate, exchanging information and knowledge to best serve their clients. Although our advisors work independently, they actively participate in our firm-wide mission and culture of integrity, independence and trust. In addition, they have access to Trek resources including the Trek Investment Committee, our business support team, and our comprehensive technology.
 
The structure we have implemented allows our advisors to run their businesses efficiently, creating an engaging and pleasant experience for you.

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Disclosures: https://bit.ly/3DgHdZE

Trek Financial

Justin Young

This department provides guidance and planning for clients' financial needs and investment strategies.

Financial Services

This department is responsible for providing guidance and managing investments on behalf of clients.

Investment Management

This department oversees the planning, execution, and optimization of operational processes to ensure efficient organizational performance.

Operations Management

This department focuses on driving growth through strategic partnerships and promotional initiatives.

Business Development & Marketing

This department manages financial operations and investment portfolios to maximize returns.

Finance and Investments

This department focuses on providing personalized financial planning services and advice to clients.

Trek Financial

Org chart

Teams

Financial Services

Investment Management

Operations Management

Business Development & Marketing

Finance and Investments

Financial Planning

Offices

Trek Financial

Org chart

Teams

Financial Services

Investment Management

Operations Management

Business Development & Marketing

Finance and Investments

Financial Planning

Offices

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