Chad
Johnson

Trek Financial

CRD#5926654
Investment Advisor
in Tacoma, WA

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About this Advisor

Chad Johnson is a financial advisor based in Tacoma, Washington, working with Trek Financial. Chad has previously held positions at First Assembly Of God Life Center, Trek Financial, and Clear Creek Financial Management, LLC. Chad has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Chad is part of Trek Financial, which operates out of Tacoma, Washington. 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 66, Series 65

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

1001 S. Yakima Ave. Suite 11A
Tacoma, WA 98405

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Trek Financial Brokerage Details

Total Assets Under Management

$2,260,449,578

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

55

WA Average: 37
Total Number of Accounts

4,584

WA Average: 1,370
Average Account Size

$493,117

WA 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

Chad Johnson Work History

2022 - Present (3 years)

Trek Financial

2019 - 2022 (3 years)

Clear Creek Financial Management, LLC

2012 - 2019 (7 years)

First Assembly Of God Life Center

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Disclosures

Please visit the SEC profile of Chad Johnson 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

Lahn Simmons
Midvale, UT
Keturah Cox
Scottsdale, AZ
Jessica Lane
Tacoma, WA
Christopher Captain
Scottsdale, AZ
Kaitlin Desnoyer
Albuquerque, NM
David Heymann
Phoenix, AZ
Tory Anderson
Vernal, UT
Zachary Abraham
Scottsdale, AZ

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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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.

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