Vernal, UT Office

Team
Updated today

Client AUM

$2,441,024,622

Clients

4,539

Advisors

2

Of 63 advisors across 33 offices

Location

1256 W 400 S, Suite 2

Vernal UT 84078

Advisors at this office

2

Advisors at this office

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Tory A

Series 65

Vernal, UT

Trek Financial

Tory Anderson is a Series 65 licensed financial advisor at Trek Financial with five years of industry experience. His prior roles include positions at Koda Resources and QEP Resources, where he worked from 2013 to 2021. Outside of advisory work, Anderson spends time as a mechanic and holds life and health insurance licenses. 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 employs a mix of strategic and tactical portfolio approaches, incorporating AI tools and a wide range of systematic strategies and alternative investment options.

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Delmer H

ChFC®, Series 63, Series 65

Vernal, UT

Trek Financial

Delmer Hyde is a financial advisor at Trek Financial with 44 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. He previously worked at Purshe Kaplan Sterling Investments and World Equity Group before joining Trek Financial. Outside of advising, he assists with the manufacture and sale of farm and garden products through a family business. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans by providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio construction using rule-based, evidence-based, and AI-assisted models, offering a wide range of systematic strategies, alternative investments, and specialized hedging techniques.

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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