Peter Michael Cymbalak
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 2020 to now
- Empowered Financial Management, LLCApr 2017 to now
- Empowered Financial Investments, LLCJul 2018 to Feb 2020
- Bcj Capital ManagementJul 2018 to Jan 2019
- Empowered Wealth ManagementSep 2015 to Apr 2017
- Horter Investment Management, LLCMay 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6335319
- Firm CRD
- 109376