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TREK WEALTH PLANNING
TREK WEALTH PLANNING is a state-registered investment adviser in COLUMBIA, MO. The firm manages approximately $24 million in regulatory assets.
Overview
TREK WEALTH PLANNING is a state-registered investment adviser in COLUMBIA, MO. The firm manages approximately $24 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is TREK WEALTH PLANNING a fiduciary?
Yes. As a registered investment advisor, the firm is legally bound to the fiduciary standard under the Investment Advisers Act of 1940, meaning it must put client interests ahead of its own. This distinguishes it from broker-dealers, who operate under a lower suitability standard.
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