David
Andersen
Trek Financial
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About this Advisor
David Andersen is a financial advisor based in Ogden, Utah, working with Trek Financial. David has previously held positions at Axa Advisors, LLC, Trek Financial, World Equity Group, and Purshe Kaplan Sterling Investments. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, David is part of Trek Financial, which operates out of Ogden, Utah. 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
David Andersen Work History
Trek Financial
Purshe Kaplan Sterling Investments
World Equity Group
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of David Andersen 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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