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Detailed Report
JORDAN NIETZEL
CRD#: 6488542
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Investment Adviser
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Previous Broker
TREK WEALTH PLANNINGCRD#: 307671 910 E BROADWAY
SUITE 200
COLUMBIA, MO 65201
Registration History
201520162017201820192020202120222023202420252026IATREK WEALTH PLANNING (CRD# 307671)2020 - Present (4 years)BAMERICAN CENTURY INVESTMENT SE... (CRD# 17437)2015 - 2016 (1 year)IAORIGIN FINANCIAL (CRD# 305353)2022 - 2022 (<1 year)IABLOOOM, INC. (CRD# 168604)2016 - 2018 (1 year)
License(s)

State Registrations

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Kansas 5/28/2020
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Texas 5/21/2021
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Missouri 12/7/2020
Current Registration(s)
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TREK WEALTH PLANNING (CRD#:307671)
910 E BROADWAY SUITE 200, COLUMBIA, MO 65201
Registered with this firm since 5/28/2020
Previous Registration(s)
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 03/03/2022 - 12/21/2022 ORIGIN FINANCIAL (CRD#:305353) Columbia, MO
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 12/08/2016 - 05/29/2018 BLOOOM, INC. (CRD#:168604) LEAWOOD, KS
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 06/27/2015 - 07/27/2016 AMERICAN CENTURY INVESTMENT SERVICES INC. (CRD#:17437) KANSAS CITY, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.