user avatar

Tory Anderson

Advisor at Trek Financial

Updated today

Location

Vernal, UT 84078

Credentials

Series 65

Industry experience

4 years

About

Tory Anderson is a Series 65 licensed advisor with Trek Financial, based in Pleasant Grove, UT, and has four years of industry experience. He has worked at Koda Resources since 2023 and has been with Trek Financial since 2021. Outside of financial advising, he works approximately 20 hours per week as a mechanic at Koda Resources. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, Taft-Hartley plans, foundations, charitable organizations, and institutional clients. The firm employs a blend of strategic ETF allocations, systematic tactical models, and quantitative methods, offering services such as discretionary asset management, financial planning, direct indexing, and risk management strategies.

Client services

Based on Trek Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Expertise

Based on Trek Financial

Tax-loss harvesting Options & derivatives strategies Passive / index investing Private / alternative investments Active portfolio management

Occupation focus

Based on Trek Financial

Executive Founder/Business Owner

Demographic focus

Based on Trek Financial

HENRY (High Earners, Not Rich Yet) Values-based investing

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning ranging $100-$50,000

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.70%

Project-based

Up to $400 per hour for consulting services

Subscriptions

Annual retainer fees for financial planning ranging $200-$20,000

Other

Account minimum: $100,000 Fee-only: Financial planning fees: Annual retainer $200-$20,000; Fixed fee $100-$50,000; Hourly up to $400/hour

Location

1256 W 400 S, Suite 2

Vernal, UT 84078

Most active in

Utah

Work history

Koda Resources

2023 - Present (3 years)

Trek Financial

2021 - Present (5 years)

UnEmployed

2021 - 2021 (1 year)

QEP Resources/Koda Resources

2013 - 2021 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Joshua C

Series 63, Series 65

Vernal, UT

Cook Financial, LLC

Joshua Cook is the sole advisor at Cook Financial, LLC, an independent registered investment adviser based in Vernal, Utah. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including prior roles at LPL Financial LLC and Cetera Advisor Networks LLC. In addition to his advisory work, he has operated as an independent insurance agent since 2011, focusing on life insurance, fixed annuities, disability, and Medicare plans. Cook Financial, LLC manages approximately $3.4 million across about 21 client relationships, providing discretionary portfolio management and financial planning services. The firm serves individuals, high-net-worth clients, trusts, estates, and business owners, employing customized investment programs with the use of third-party sub-advisors and a combination of fundamental and technical analysis.

General retirement planning Income planning Wealth management Tax-loss harvesting Founder/Business Owner
user avatar

Delmer H

ChFC®, Series 63, Series 65

Vernal, UT

Trek Financial

Delmer Hyde is a financial advisor at Trek Financial with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Purshe Kaplan Sterling Investments and World Equity Group. Outside of advisory work, he assists with the manufacture and sale of farm and garden products alongside his family. Trek Financial serves a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a strategic investment approach combining ETF-based allocations, quantitative models, and tax-aware direct indexing, with access to alternative investment platforms and digital asset custody.

Tax-loss harvesting Options & derivatives strategies Passive / index investing Private / alternative investments Active portfolio management Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Values-based investing
user avatar

Justin H

Series 66

Vernal, UT

Edward Jones

Justin Harris is a financial advisor with Edward Jones in Vernal, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for 14 years at Mountain America Credit Union. He is also involved as a limited partner in a private credit strategy fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Thomas J

Series 63, Series 66

Vernal, UT

Edward Jones

Thomas Jones is a financial advisor with Edward Jones in Vernal, UT, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he is president of JVI Investments LLC and manages several rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Leslie M

Series 66

Vernal, UT

Edward Jones

Leslie Meinrod is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Leslie has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive Oil & Gas

Julie J

Series 66

Vernal, UT

Edward Jones

Julie Jones is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2012. Outside of her advisory role, she is involved in managing rental properties in Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")