Steven
Manning
Trek Financial
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About this Advisor
Steven Manning is a financial advisor based in Sandy, Utah, working with Trek Financial. Steven has previously held positions at Utah Valley University, Fidelity Brokerage Services LLC, Artisan Properties, Advisors Ahead, World Equity Group, and Trek Financial. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Steven is part of Trek Financial, which operates out of Sandy, 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
Steven Manning Work History
Trek Financial
World Equity Group
Advisors Ahead
Utah Valley University
Fidelity Brokerage Services LLC
Artisan Properties
Disclosures
Please visit the SEC profile of Steven Manning 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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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.
