Miguel Angel Villahermosa

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

• 01/2022 → Present
  Trek Financial
  Tacoma, WA
• 08/2010 → 06/2017
  Life Center Church/Life Center South
  Tacoma, WA
• 09/2019 → 08/2021
  Patriot Roofing
  Gig Harbor, WA
• 08/2021 → Present
  Bulwark Capital Management
  Tacoma, WA
• 09/2017 → 06/2019
  Redeem Church
  Tacoma, WA

Other Businesses

BULWARK CAPITAL MANAGEMENT DBA FOR ADVISORY BUSINESS INVESTMENT ADVISOR REPRESENTATIVE 1001 S. YAKIMA AVE., SUITE 11A TACOMA, WA MY BENEFITS HELP INC. INSURANCE LICENSED FIXED TERM LIFE INSURANCE PRODUCTS BCM Alpha Fund, LLC and BCM Alpha Fund II, LLC Investment Related Gig Harbor, WA Private Investment Fund Managing Member Since 2017 10 hours per month during trading hours CONTRACT SINGING/PROFESSIONAL SINGER SINCE 08/199 NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-08