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Chief Investment Officer · Trek Financial

Benjamin R. Bimson

CRD 4835074 · Named on Form ADV at one SEC-registered adviser

At a glance

Trek Financial, an SEC-registered wealth manager based in Scottsdale, AZ with $2.8 billion in regulatory assets, lists Benjamin R. Bimson on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Trek FinancialChief Investment OfficerWealth manager · Scottsdale, AZ · $2.8B in regulatory assets

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.