Trek Financial

Firm record

As recorded in SEC IAPD

Firm CRD

109376

SEC number

801-58087

Firm type

RIA

Assets under management

$2.8B as of May 21, 2026

Website

captainfp.com ↗

Phone

(480) 483-1510

Address

8355 East Hartford Drive, Scottsdale, AZ, 85255

Advisors at this firm

61 in our index · page 1 of 2

• Alexandra Laray AbrahamCRD 5844292 · Scottsdale, AZ
  IA Registered
• Zachary Kye AbrahamCRD 5595930 · Tacoma, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Paul AndersenCRD 2646200 · West Haven, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tory Dee AndersonCRD 7403747 · Vernal, UT
  IA Registered
• H Justin AdolphsonCRD 7294649 · Gilbert, AZ
  IA Registered
• Jace Michael BeckCRD 2224086 · San Clemente, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Benjamin Ryan BimsonCRD 4835074 · Davis, CA
  IA RegisteredRegistration inactive
• Clinton Ross BrownCRD 4367308 · San Clemente, CA
  IA Registered
• Eric Gary BurstockCRD 1586260 · Winchester, VA
  IA Registered
• Stephen Curtis CaptainCRD 1637709 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• David Duncan CarrollCRD 1801652 · Scottsdale, AZ
  IA Registered
• Caleb CymbalakCRD 7408837 · Middleton, WI
  IA Registered
• Peter Michael CymbalakCRD 6335319 · Middleton, WI
  IA Registered
  Disclosure event(s) on record
• Christopher Stephen CaptainCRD 7015714 · Riverton, UT
  IA Registered
• Kaitlin M DesnoyerCRD 6104103 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Deborah Jean DetrayCRD 2517084 · Defiance, OH
  IA Registered
  Disclosure event(s) on record
• Chesley Hicken EricksonCRD 4427496 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Kelli Lynn EricksonCRD 6282186 · Mesa, AZ
  IA Registered
• Jordan Daniel FloydCRD 7097582 · Spanish Fork, UT
  IA RegisteredRegistration inactive
• Sara Dicamillo FerrellCRD 5841105 · Bellaire, TX
  IA RegisteredRegistration inactive
• Bradley K GrahamCRD 7694798 · Heber City, UT
  IA Registered
• Kristen Michele GrijalbaCRD 6647735 · Boise, ID
  IA Registered
• Richard Joshua HardmanCRD 6135745 · Sandy, UT
  IA RegisteredRegistration inactive
• Romney Beal HarkerCRD 7260581 · Wellsvile, UT
  IA Registered
• David Tyler HeymannCRD 4743495 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Delmer P HydeCRD 1033148 · Vernal, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brandon Rex JohnsCRD 5607900 · Boise, ID
  IA RegisteredRegistration inactive
• Jared Nathan JohnsenCRD 2983728 · Sandy, UT
  IA RegisteredRegistration inactive
• Chad James JohnsonCRD 5926654 · Tacoma, WA
  IA Registered
• Mark Elmer JohnsonCRD 1136390 · Boise, ID
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Rick Harold JonesCRD 4358520 · Lake Havasu City, AZ
  IA RegisteredRegistration inactive
• Corina KempeCRD 3120813 · Defiance, OH
  IA RegisteredRegistration inactive
• Richard T KinneyCRD 5831971 · Irmo, SC
  IA Registered
• Keiko LambertCRD 1826388 · Albuquerque, NM
  IA RegisteredRegistration inactive
• Jessica LaneCRD 7904838 · Tacoma, WA
  IA Registered
• Anthony LoprestiCRD 7382411 · Medina, OH
  IA Registered
• Dino John LoprestiCRD 1613142 · Dublin, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Steven Mark ManningCRD 6372783 · Sandy, UT
  IA RegisteredRegistration inactive
• Evan G MathewCRD 4344113 · Davis, CA
  IA Registered
• David Elgin MaxeyCRD 4927673 · Scottsdale, AZ
  IA Registered
• Carolyn McclennyCRD 7247201 · Tallahassee, FL
  IA Registered
• James Moore McclennyCRD 2709930 · Tallahassee, FL
  IA Registered
  Disclosure event(s) on record
• Graham Barton McdougalCRD 4727163 · Sacramento, CA
  IA Registered
• Cynthia Lynn MedinaCRD 6394746 · Lake Havasu, AZ
  IA Registered
• Martin MuseCRD 6948983 · Sandy, UT
  IA Registered
• Travis Michael OffCRD 5748685 · Tacoma, WA
  IA RegisteredRegistration inactive
• Craig Dewain PoulsonCRD 7357253 · Bountiful, UT
  IA Registered
• Lahn Bart SimmonsCRD 2231190 · Midvale, UT
  IA RegisteredRegistration inactive
• Brandon Tyler SoaresCRD 8190274 · Scottsdale, AZ
  IA Registered
• Deborah Lynne SopherCRD 2736608 · Bellaire, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.