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 2 of 2

• Darcel Dee StuckiCRD 4642940 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Gavin Riley SchmittCRD 7008027 · Carlsbad, CA
  IA Registered
• Michael Shannon TrentCRD 5563743 · Greenville, SC
  IA Registered
• Miguel Angel VillahermosaCRD 7489696 · Tacoma, WA
  IA Registered
• John WalkerCRD 6011405 · Littleton, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Denis Richard WheatleyCRD 1157887 · Santa Rosa, CA
  IA RegisteredRegistration inactive
• Simon Richard Charles WheatleyCRD 6077375 · Santa Rosa, CA
  IA RegisteredRegistration inactive
• Mark David WhittakerCRD 4608485 · Spanish Fork, UT
  IA RegisteredRegistration inactive
• Jared Duane WilliamsCRD 4683167 · Scottsdale, AZ
  IA Registered
  Disclosure event(s) on record
• Jolyn WhittakerCRD 6934864 · Spanish Fork, UT
  IA Registered
• Tyler Mark WhittakerCRD 6558401 · Salem, UT
  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.