Contact - Trek Wealth Planning

Skip to content

Request A Free Meeting

ABOUT
SERVICES
BLOG
CONTACT

Menu

ABOUT
SERVICES
BLOG
CONTACT

Request A Free Meeting

Contact

573-367-5577

jordan@trekwealth.com

910 E Broadway, Ste 208

Columbia, Missouri 65201

Name

Email

Phone

Preferred Contact

Message

573-367-5577
jordan@trekwealth.com
910 E Broadway, Suite 208 Columbia, MO 65201

Company

About
Services
Blog
Contact

Disclosures

Disclaimer
Privacy Policy
ADV Part 2

Monthly Newsletter

First Name

Email

© 2023 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.