Kristen
Grijalba

Trek Financial

CRD#6647735
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kristen Grijalba is a financial advisor working out of Scottsdale, Arizona with a total of 2 years of industry experience. Grijalba is on the advisory team at Trek Financial. Over the course of their career, Grijalba has held roles at Trek Financial, Axa Advisors, Boise State University and High School. Grijalba has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Idaho. Trek Financial is a registered investment company that has its headquarters in Scottsdale, AZ. The company has offices in 30 locations and a total of 57 employees. It handles $2 billion in total assets between its 9,873 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises six charities and foundations. Of its 9,873 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in investable assets. The business provides a number 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 depend on which services are offered. Fees charged by Trek Financial may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8355 East Hartford Drive Suite 105
Scottsdale, AZ 85255

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Trek Financial Brokerage Details

Total Assets Under Management

$1,876,635,074

AZ Average: $1,555,372,352
Total Number of Employees

57

AZ Average: 37
Total Number of Accounts

9,873

AZ Average: 1,370
Average Account Size

$190,077

AZ Average: $1,135,308

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

Kristen Grijalba Work History

Kristen has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Trek Financial

2016 - 2016 (< 1 year)

Axa Advisors

2013 - 2017 (4 years)

Boise State University

2010 - 2013 (3 years)

High School

*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 Kristen Grijalba 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

Bradley Graham
Heber City, UT
Tory Anderson
Vernal, UT
Zachary Abraham
Scottsdale, AZ
Joshua Manwaring
Scottsdale, AZ
John Walker
Scottsdale, AZ
Chad Johnson
Tacoma, WA
Christopher Captain
Scottsdale, AZ
Clinton Brown
San Clemente, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started