Caleb
Cymbalak
Trek Financial
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About this Advisor
Caleb Cymbalak is a financial advisor based out of Scottsdale, Arizona with 2 years of industry experience. Cymbalak is on the advisory team at Trek Financial. During their career, Cymbalak has held roles at Helbach'S Coffe Shop, Cat 5 Restoration, High Rise Pet Care, Moody Bible Institute Carpentry, Moody Bible Institute Public Safety, Empowered Financial Management, Bcj Capital Management and Student. Cymbalak maintains a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Wisconsin. Trek Financial is a company operating out of Scottsdale, AZ. It has offices in 30 locations and a total of 57 financial advisors. It manages $2 billion in total assets across its 9,873 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 9,873 customer accounts, just 9% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually are based on which services the firm provides the client. Fee types billed by Trek Financial may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$1,876,635,074
57
9,873
$190,077
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Caleb Cymbalak Work History
Caleb has been registered as a financial advisor for 2 years.*
Bcj Capital Management
Empowered Financial Management
Moody Bible Institute Carpentry
Moody Bible Institute Public Safety
High Rise Pet Care
Cat 5 Restoration
Helbach'S Coffe Shop
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caleb Cymbalak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trek Financial
Vernal, UT
Scottsdale, AZ
Heber City, UT
Santa Rosa, CA
San Clemente, CA
Middleton, WI
Scottsdale, AZ
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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