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Inactive

Caleb Cymbalak

Trek Financial

Scottsdale, AZ

Middleton, WI

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Current Employers
Trek Financial

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-07-08
  • WI RA
    APPROVED
    Since 2021-07-08

Branch Locations

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

3304 Nursery Drive, Middleton, WI 53562 • 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
Helbach'S Coffe Shop Madison WI 05/2016 02/2017
Cat 5 Restoration Middleton WI 05/2017 06/2018
High Rise Pet Care Chicago IL 09/2018 08/2019
Moody Bible Institute Carpentry Chicago IL 05/2019 08/2019
Moody Bible Institute Public Safety Chicago IL 08/2019 05/2021
Empowered Financial Management Middleton WI 05/2020 Present
Trek Financial Middleton WI 06/2021 Present
  • 05/2016 → 02/2017
    Helbach'S Coffe Shop
    Madison, WI
  • 05/2017 → 06/2018
    Cat 5 Restoration
    Middleton, WI
  • 09/2018 → 08/2019
    High Rise Pet Care
    Chicago, IL
  • 05/2019 → 08/2019
    Moody Bible Institute Carpentry
    Chicago, IL
  • 08/2019 → 05/2021
    Moody Bible Institute Public Safety
    Chicago, IL
  • 05/2020 → Present
    Empowered Financial Management
    Middleton, WI
  • 06/2021 → Present
    Trek Financial
    Middleton, WI
Other Businesses

EMPOWERED FINANCIAL MANAGEMENT 3304 Nursery Drive Middleton, WI 53562 PARAPLANNER/MEDICARE REP INSURANCE LICENSED -

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-26
  • S65 Uniform Investment Adviser Law Examination
    2021-06-26

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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