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Our Mission

We help busy families make smarter money decisions so they can spend more time on the truly meaningful things in life.

FOUNDER & FINANCIAL PLANNER

Jordan Nietzel, CFA, CFP®

Experience

I have spent my entire career in financial services. I have guided military veterans through the mortgage process, helped small businesses secure working capital loans, and led the investment strategy for a Forbes Top 100 investment advisor. The common thread throughout my career is a desire to serve others with my expertise in finance.

Education

I earned my bachelor’s degree in Business Administration from the University of Missouri. I am a CFA Charterholder and CERTIFIED FINANCIAL PLANNER™.  I am a lifelong learner and love exploring other disciplines such as technology, science, and theology.

Family

My wife, Kari, and I live in Columbia, MO with our 3 kids, Maelyn, Daxton, and Hudson, and our Goldendoodle, Mick. We love being active and getting outdoors as much as we can. I am a self-proclaimed beer snob, aspiring homebrewer, and enjoy visiting local breweries. When I’m not creating financial plans, you may find me watching the NBA or my alma mater, the Missouri Tigers.

5 Things You Need To Know

Favorite Musical Artist

Nathaniel Rateliff

Favorite Restaurant

CC's City Broiler

Favorite Sports Team

Missouri Tigers

Favorite Brewery

BKS Artisan Ales

Favorite Board Game

Settlers of Catan

Ready to Schedule a Free Introductory Call?

Request A Free Meeting
  • 573-367-5577
  • jordan@trekwealth.com
  • 910 E Broadway, Suite 208 Columbia, MO 65201

Company

Disclosures

Monthly Newsletter

© 2022 Trek Wealth Planning, LLC. All Rights Reserved.

Trek Wealth Planning, LLC (“TWP”) is a registered investment advisor offering advisory services in the States of Missouri, Kansas, and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by TWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of TWP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.