Delmer
Hyde

Trek Financial

CRD#1033148
Investment Advisor
in Vernal, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Delmer Hyde is a financial advisor based in Vernal, Utah, working with Trek Financial. Delmer has previously held positions at World Equity Group, Trek Financial, Purshe Kaplan Sterling Investments, and Axa Advisors, LLC. Delmer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Delmer is part of Trek Financial, which operates out of Vernal, 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

Series 63, Series 65, Chartered Financial Consultant

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

1256 W 400 S Suite 2
Vernal, UT 84078

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

$2,260,449,578

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

55

UT Average: 37
Total Number of Accounts

4,584

UT Average: 1,370
Average Account Size

$493,117

UT 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

Delmer Hyde Work History

2019 - Present (5 years)

Trek Financial

2019 - 2020 (1 year)

Purshe Kaplan Sterling Investments

2015 - 2019 (4 years)

World Equity Group

1999 - 2015 (16 years)

Axa Advisors, LLC

Disclosures

Please visit the SEC profile of Delmer Hyde 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

Kaitlin Desnoyer
Albuquerque, NM
Lahn Simmons
Midvale, UT
Keturah Cox
Scottsdale, AZ
David Heymann
Phoenix, AZ
Christopher Captain
Scottsdale, AZ
Jessica Lane
Tacoma, WA
Kristen Grijalba
Scottsdale, AZ
Darcel Stucki
Salt Lake City, UT

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.

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