Chad James Johnson

Employer firm

Trek Financial CRD 109376

$2.82B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 08/2019
  First Assembly Of God Life Center
  Tacoma, WA
• 09/2019 → 01/2022
  Clear Creek Financial Management, Llc
  Silverdale, WA
• 01/2022 → Present
  Trek Financial
  Tacoma, WA

Previous Registrations

• 2019-10-10 → 2022-01-04
  Clear Creek Financial Management, Llc
  Silverdale, WA
  Tacoma, WA
• 2011-09-26 → 2012-04-30
  Edward Jones
  St Louis, MO
  Sumner, WA

Other Businesses

BULWARK CAPITAL MANAGEMENT DBA FOR ADVISORY BUSINESS INVESTMENT ADVISOR REPRESENTATIVE SINCE 06/2020 1001 S. YAKIMA AVE., SUITE 11A TACOMA, WA 98405 INSURANCE LICENSED FIXED TERM LIFE INSURANCE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-10
• S66 Uniform Combined State Law Examination
  2011-07-29

Other Names

• Chad Johnson