Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Johnson is a financial advisor with Trek Financial, a firm with offices in Tacoma, Washington and Scottsdale, Arizona. Chad is also a licensed insurance agent. Chad's areas of specialization include individual and retirement planning, and he has experience working with clients of all ages. He is committed to helping his clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
01/05/2022 - Present
Trek Financial (TACOMA WA)
WA
07/15/2011 - 04/30/2012
EDWARD JONES (SUMNER WA)
IA
Issued 10/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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