Tyler Mark Whittaker
Investment adviser representative at Trek Financial
11 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
11 years in the industry.
- Trek FinancialJul 2025 to now
- First Citizens Investor ServicesDec 2023 to Jun 2025
- Svb Investment Services, Inc.Sep 2022 to Dec 2023
- Svb Wealth LLCJun 2022 to Jun 2025
- Stonex Financial Inc.Sep 2021 to Sep 2022
- Stonex Group Inc.Sep 2021 to Sep 2022
- Goldman SachsJun 2017 to Sep 2021
- Ohio NationalDec 2016 to Jun 2017
- Hornor Townsend & Kent IncOct 2015 to Dec 2016
- Penn Mutual Life Insurance CoAug 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6558401
- Firm CRD
- 109376