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Darcel S
Series 66
Salt Lake City, UT
Trek Financial
Darcel Stucki is a financial advisor at Trek Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at Trek Financial since 2017, previously at World Equity Group from 2015 to 2017. Outside of advisory work, he owns Stucki and Associates Insurance Services, offering group insurance including health and dental. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm utilizes a mix of strategic and tactical portfolio approaches, incorporating evidence-based models, fundamental and technical analysis, and AI tools under human review.
Chesley E
Series 65, Series 66
Salt Lake City, UT
Trek Financial
Chesley Erickson is a financial advisor at Trek Financial with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Platform Accounting Group, World Equity Group, and Huber, Erickson and Bowman, CPA's. Erickson serves as a board member trustee of the Utah Association of Certified Public Accountants Political Action Committee and is president of the Oakridge Country Club board. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm uses a blend of strategic and tactical approaches, including evidence-based models and artificial intelligence tools under governance, and provides access to a broad range of systematic strategies and alternative investment platforms.
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