Trek Financial

Trek Financial was founded on values of integrity, transparency, confidence, focus, and independence.

Financial Services

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Headquarters: United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range: 11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded: 1996Source: RevenueBaseRetrieved October 13, 2026
Published list appearances: 2 supported appearances ↗Source: RevenueBase lists

The company at a glance

What does Trek Financial do?

Trek Financial is structured to support independent advisors. Its advisors collaborate by exchanging information and knowledge to serve their clients.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Investment advisory services

Investment advisory services are offered through Trek Financial, LLC, an SEC-registered investment adviser.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

#16OF 25

United States

Sec compliance advisors

Snapshot: September 21, 2026

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#25OF 25

Worldwide

Sec compliance advisors

Snapshot: September 21, 2026

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Positions describe ordering within each source list. See how lists are built ↗

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Trek Financial

#16 Sec compliance advisors

Snapshot: September 21, 2026

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<a href="https://revenuebase.ai/companies/sec-compliance-advisors/united-states" target="_blank" rel="nofollow noopener">
  <img src="https://revenuebase.ai/companies/profiles/trekfinancial/recognition-companies-sec-compliance-advisors-united-states-20260922-b3f54391cf6f4910b005082b8cbf713a267b3883d36834a2885436086ee95b7b.svg" alt="Trek Financial listed #16 on Sec compliance advisors, September 21, 2026" width="220" height="319" style="max-width:100%;height:auto;" />
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Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 21, 2026. How the company lists are built.

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