


Trek Wealth Planning Email Formats
Financial Services • Columbia, Missouri, United States • 1-10 Employees
Trek Wealth Planning Email Formats
Trek Wealth Planning uses 1 email format. The most common is {first initial} (e.g., j@trekwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@trekwealth.com | 100% |
Key Contact at Trek Wealth Planning
Jordan Nietzel
Founder & Financial Planner
Company overview
| Headquarters | 910 E Broadway, Suite 208, Columbia, MO 65201, US |
| Phone number | +15733675577 |
| Website | |
| NAICS | 52 |
| Founded | 2020 |
| Employees | 1-10 |
About Trek Wealth Planning
Trek Wealth Planning provides financial planning and investment management services to families across the country who want to be intentional with their money and plan for the future. We help you know where you stand today and create a path to the future you want. Topics we cover include investing, tax planning, risk management, insurance planning, and retirement projections.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Trek Wealth Planning has never raised funding before.
Trek Wealth Planning Tech Stack
Discover the technologies and tools that power Trek Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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