Tricia A Prehle
Investment adviser representative at Equita Financial Network, Inc.
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$391MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Equita Financial Network, Inc.Jul 2026 to now
- Kaleidoscope Financial Planning, LLCJun 2026 to now
- Stevens Capital PartnersJan 2026 to Jul 2026
- SabbaticalMay 2025 to Dec 2025
- Mccarthy Tax PreparationOct 2023 to Apr 2025
- Guiding Wealth Management, LLCOct 2023 to Dec 2024
- ComputershareJul 2002 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Equita Financial Network, Inc.
$391MAssets managed
434Clients
16Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2290535
- Firm CRD
- 277031