Jordan Nietzel

TREK WEALTH PLANNING

Columbia, MO 65201

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CRD#: 6488542

Professional summary

Jordan Nietzel, CFP® is a registered financial advisor currently at TREK WEALTH PLANNING located in Columbia, Missouri.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jordan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Biography

When I’m not creating financial plans, you may find me playing outside with my 3 kids, visiting a local craft brewery, or cheering for my alma mater, the Missouri Tigers.

Question & Answer

What are your service offerings?

Retirement Planning

Education Planning

Comprehensive Financial Planni...

Budgeting

Debt Management

Insurance Planning

Investment Planning

Tax Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Generation X

Investment Advice with Ongoing...

Millennials

Retirement Planning & Distribu...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jordan Nietzel; Not investment-related; Columbia, MO; Financial services consulting; Consultant; �December 2022; Approx. 5 hours/month; 0 hours/month during trading hours; Provide consulting services to financial services companies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Nietzel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

May 28, 2020 - Present

TREK WEALTH PLANNING

Office #1: 910 E Broadway Suite 200, Columbia, MO 65201

RIA

CRD#: 307671

Columbia, MO

Past

March 3, 2022 - December 21, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

Columbia, MO

Past

December 8, 2016 - May 29, 2018

BLOOOM, INC.

RIA

CRD#: 168604

LEAWOOD, KS

Past

June 27, 2015 - July 27, 2016

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/28/2020)

IAR

Missouri
(12/7/2020)

IAR

Texas
(5/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/5/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/27/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/27/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TREK WEALTH PLANNING

TREK WEALTH PLANNING | TREK WEALTH PLANNING, LLC

CRD#: 307671 / SEC#:

Kansas

Registered Investment Advisory firm - (5/28/2020 Approved)

Missouri

Registered Investment Advisory firm - (12/7/2020 Approved)

Texas

Registered Investment Advisory firm - (5/21/2021 Conditional Restricted)

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Contact information

Main Address

910 E Broadway Suite 200, Columbia, MO 65201

Mailing Address

Phone number

(573) 367-5577

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	140
AUM (Assets Under Management)	$ 17,015,949

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jordan Nietzel

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Nietzel's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREK WEALTH PLANNING

ORIGIN INVESTMENT ADVISORY LLC

BLOOOM, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2016

Series 63

Date: 7/5/2015

SIE

Date: 7/27/2016

Series 6

Date: 6/27/2015

Current Firm

TREK WEALTH PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TREK WEALTH PLANNING

TRUST BUT VERIFY

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