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Romney Beal Harker

Trek Financial

Wellsvile, UT

Scottsdale, AZ

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Current Employers
Trek Financial

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-14
AZ RA APPROVED 2024-10-21
  • UT RA
    APPROVED
    Since 2025-05-14
  • AZ RA
    APPROVED
    Since 2024-10-21

Branch Locations

Wellsvile, UT • United States

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peak Investment Coaching, Llc Logan UT 07/2021 09/2021
National Education Partners Scottsdale AZ 02/2021 08/2021
Utah State University Logan UT 07/2020 04/2021
Utah Youth Soccer Association Layton UT 01/2010 12/2020
Fullerton Financial Planning Peoria AZ 09/2021 10/2024
Assetmark Phoenix AZ 09/2021 09/2021
Northwestern Mutual Logan UT 05/2020 08/2020
Cache Employment & Training Center Logan UT 09/2019 07/2020
Trek Financial Scottsdale AZ 10/2024 Present
  • 07/2021 → 09/2021
    Peak Investment Coaching, Llc
    Logan, UT
  • 02/2021 → 08/2021
    National Education Partners
    Scottsdale, AZ
  • 07/2020 → 04/2021
    Utah State University
    Logan, UT
  • 01/2010 → 12/2020
    Utah Youth Soccer Association
    Layton, UT
  • 09/2021 → 10/2024
    Fullerton Financial Planning
    Peoria, AZ
  • 09/2021 → 09/2021
    Assetmark
    Phoenix, AZ
  • 05/2020 → 08/2020
    Northwestern Mutual
    Logan, UT
  • 09/2019 → 07/2020
    Cache Employment & Training Center
    Logan, UT
  • 10/2024 → Present
    Trek Financial
    Scottsdale, AZ
Previous Registrations
Other Businesses

Insurance Licensed Life and Health

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-05
  • S65 Uniform Investment Adviser Law Examination
    2021-07-05
Designations
Other Names
  • Romney Harker

View on SEC IAPD

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