David Tyler Heymann
Investment adviser representative at Trek Financial
12 yearsExperience
1 stateRegistered in
$2.8BFirm assets
25 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Trek FinancialFeb 2023 to now
- Heritage Wealth Management, LLCNov 2021 to Apr 2023
- Painter Pry Cpa's, PllcAug 2019 to Nov 2020
- First Allied Advisory Services, Inc.Mar 2014 to Jun 2017
- First Allied Securities, Inc.Mar 2014 to Jun 2017
- Prism Investment Management IncFeb 2014 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trek Financial
Legal name: Trek Financial, LLC
$2.8BAssets managed
4,688Clients
63Advisers
25 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
- 4743495
- Firm CRD
- 109376