Romney Beal Harker
Investment adviser representative at Trek Financial
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Trek FinancialOct 2024 to now
- Fullerton Financial PlanningSep 2021 to Oct 2024
- AssetmarkSep 2021 to Sep 2021
- Peak Investment Coaching, LLCJul 2021 to Sep 2021
- National Education PartnersFeb 2021 to Aug 2021
- Utah State UniversityJul 2020 to Apr 2021
- Northwestern MutualMay 2020 to Aug 2020
- Cache Employment & Training CenterSep 2019 to Jul 2020
- Utah Youth Soccer AssociationJan 2010 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7260581
- Firm CRD
- 109376