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Mark Elmer Johnson

Trek Financial

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About Mark Elmer Johnson

Mark Elmer Johnson is a financial advisor with Trek Financial. Mark has been in the financial services industry since 1983. Mark has Series 6, 7, 63, and 65 licenses. Mark works with individuals, businesses, and charitable organizations. Mark is a registered investment advisor in Idaho. Mark specializes in financial planning, portfolio management, and pension consulting. Mark is a committed member of the community and serves as the secretary/treasurer of the Safari Club Treasure Valley Chapter and the chairman of the Ore-Ida Council of Boy Scouts of America Investment Advisor Committee.

Firm Information

Mark Johnson 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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Mark Johnson’s Registration & Firm History

ID

09/03/2003 - Present

Trek Financial (BOISE ID)

ID

05/28/2015 - 06/03/2019

WORLD EQUITY GROUP, INC. (BOISE ID)

ID

06/01/2005 - 06/12/2015

AXA ADVISORS, LLC (BOISE ID)

NY

06/13/1983 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

06/19/2002 - 12/02/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/23/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2007

Series 7 - General Securities Representative Examination

BC

Issued 06/04/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Mark Elmer Johnson. Review regulatory record here.
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