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Chesley Hicken Erickson

Trek Financial

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About Chesley Hicken Erickson

Chesley Erickson is a financial advisor with over 20 years of experience in the industry. Chesley has a strong background in accounting and finance, and is a Certified Public Accountant (CPA). Chesley is currently registered as an investment advisor representative with Trek Financial in Salt Lake City, UT. Previously, Chesley was registered with World Equity Group, Inc. and AXA Advisors, LLC. Chesley holds the Series 65, Series 66, Series 7, and SIE licenses. Chesley specializes in financial planning, portfolio management for individuals, and consulting.

Firm Information

Chesley Erickson is currently registered with Trek Financial. Trek Financial, headquartered in Scottsdale, Arizona, is an independent financial advisory firm serving a diverse clientele, including individuals, families, businesses, non-profits, and retirement plans. With over 51 licensed agents and 3 investment advisor representatives, Trek Financial provides a comprehensive range of financial services, including financial planning, pension consulting, portfolio management, educational seminars, and selection of other advisors. The firm manages over $2.2 billion in assets for its clients, and has a strong focus on providing personalized financial guidance and wealth management solutions.
Trek Financial

8355 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$2.26B

Assets Under Management

Not reported

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chesley Erickson’s Registration & Firm History

UT

05/13/2019 - Present

Trek Financial (Salt Lake City UT)

UT

05/06/2015 - 05/13/2019

WORLD EQUITY GROUP, INC. (Salt Lake City UT)

UT

10/22/2001 - 05/15/2015

AXA ADVISORS, LLC (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 10/05/2010

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/11/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chesley Hicken Erickson.
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