# TREK FINANCIAL, LLC

TREK FINANCIAL, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 109376
- Type: SEC-registered investment adviser
- SEC file number: 801-58087
- Location: 8355 EAST HARTFORD DRIVE, SUITE 105, SCOTTSDALE, AZ, 85255
- Phone: (480) 483-1510
- Latest filing: 2026-07-10
- Regulatory AUM: $2.8B
- Discretionary AUM: $2.8B
- Clients: 55
- Accounts: 10,768

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Justin Michael Young | CHIEF EXECUTIVE OFFICER | — |
| Thomas Edward Shea | CHIEF COMPLIANCE OFFICER | — |
| Benjamin Ryan Bimson | CHIEF INVESTMENT OFFICER | — |
| YOUNG BARRY MICHAEL | CHIEF EXECUTIVE OFFICER | — |
| EVANS DENISE MARIE | CHIEF COMPLIANCE OFFICER | — |
| ALANIZ LORENZO ERIC | CHIEF COMPLIANCE OFFICER | — |
| BAUER KEVIN G | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/SHAREHOLDER | — |
| CAPTAIN STEPHEN CURTIS | VICE PRESIDENT; VICE PRESIDENT/SHAREHOLDER | — |
| JOHNSON MARK ELMER | GENERAL PARTNER; MEMBER; SHAREHOLDER | — |
| CARROLL DAVID DUNCAN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BAUER KEVIN GARY | PRESIDENT; PRESIDENT/SHAREHOLDER | — |
| WILDE ANN LOUISE | SECRETARY | — |
| HUNTER ANDREA WATKINS | CHIEF COMPLIANCE OFFICER | — |
| BAUER ANDREA WATKINS | CFO; CHIEF FINANCIAL OFFICER | — |
| SHEA MICHAEL EDWARD | CHIEF COMPLIANCE OFFICER | — |
| BRAY COUNTRY | CHIEF COMPLIANCE OFFICER | — |
| BIMSON BENJAMIN RYAN | CHIEF INVESTMENT OFFICER; MEMBER | — |


## Branch offices (32)

_Showing 15 of 32 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SANDY | UT | 6 | 801-429-9999 |
| TACOMA | WA | 5 | (253) 509-0395 |
| DAVIS | CA | 2 | (530) 757-4464 |
| MEDINA | OH | 2 | 330-952-2555 |
| MIDDLETON | WI | 2 | 6082795916 |
| VERNAL | UT | 2 | 435-772-9133 |
| — | — | 2 | 7075382126 |
| BOISE | ID | 2 | (208) 725-8643 |
| PLEASANT GROVE | UT | 2 | 435-772-9133 |
| WINCHESTER | VA | 2 | 480-483-1510 |
| LITTLETON | CO | 1 | (303) 587-4650 |
| — | — | 1 | 801-926-1866 |
| MESA | AZ | 1 | 480-483-1510 |
| TALLAHASSEE | FL | 1 | 850-900-5200 |
| BELLAIRE | TX | 1 | (281) 822-0272 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109376/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109376/similar
- Related entities: https://search.stillhousedata.com/firm/109376/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109376

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.