Trek Wealth Solutions
Trek Wealth’s mission is to provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey. For those looking to prepare for retirement while enjoying life’s experiences along the way, Trek Wealth paves the path for doing both — crafting well-planned portfolios with room for what matters most. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
9
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- KL
Kaitlyn Laney
Lead Financial Advisor · Finance & Accounting
EmailPhone - JD
John Davis
Financial Advisor · Finance & Accounting
EmailPhone - RC
Ruth Crawford
Client Solutions Consultant · Sales & Business Development
EmailPhone - CC
Chandra Catron
Project Manager · Operations
EmailPhone - JT
Justin Travis
Financial Advisor · Finance & Accounting
EmailPhone - KS
Kimberly Smith
Financial Advisor · Finance & Accounting
EmailPhone - MI
Melanie Iannazzo
Client Solutions Consultant · Other
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Trek Wealth Solutions
6 distinct titles indexed · top 6 shown.
- 3financial advisor
- 2client solutions consultant
- 1lead financial advisor
- 1project manager
- 1senior financial consultant
- 1wealth management, life insurance, financial planning
Sign up to unlock all 9 contacts at Trek Wealth Solutions
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