Stanley
Plaisier
Trek Financial
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About this Advisor
Stanley Plaisier is a financial advisor based in Scottsdale, Arizona, working with Trek Financial. Stanley has previously held positions at Bcj Capital Management, Singletrack Investments LLC, and Singletrack Engineering LLC. Stanley has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Stanley is part of Trek Financial, which operates out of Scottsdale, Arizona. The firm has 32 offices and 55 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Trek Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$2,260,449,578
55
4,584
$493,117
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
Stanley Plaisier Work History
Bcj Capital Management
Singletrack Engineering LLC
Singletrack Investments LLC
Disclosures
Please visit the SEC profile of Stanley Plaisier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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