Caleb Cymbalak
Investment adviser representative at Trek Financial
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
25 yearsFirm in business
Are you Caleb Cymbalak? Claim your profile
Contact this firm
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
10 years in the industry.
- Trek FinancialJun 2021 to now
- Empowered Financial ManagementMay 2020 to now
- Moody Bible Institute Public SafetyAug 2019 to May 2021
- Moody Bible Institute CarpentryMay 2019 to Aug 2019
- High Rise Pet CareSep 2018 to Aug 2019
- Cat 5 RestorationMay 2017 to Jun 2018
- Helbach's Coffe ShopMay 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7408837
- Firm CRD
- 109376