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Jordan Nietzel, CFA, CFP®

Helping families make smarter money decisions → Founder at Trek Wealth Planning

Jordan Nietzel is the founder of Trek Wealth Planning, aiming to assist families in managing their finances wisely for a secure future.

He holds a Bachelor of Science in Business Administration (BSBA) degree with a focus on Business and Finance from the University of Missouri-Columbia.

Jordan has a diverse professional background with roles such as Founder & Financial Planner at Trek Wealth Planning, Market Operations Manager at C2FO, Director of Investment Operations at blooom, Investment Research Administrator at DeMarche Associates, Inc., Investment Representative at American Century Investments, Loan Officer at Veterans United Home Loans, Processing Team Manager at Veterans United Home Loans, and Loan Processor at Veterans United Home Loans.

Jordan Nietzel, CFA, CFP®

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Location

Columbia, Missouri, United States

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People also Viewed

Financial Analyst

Private Client Advisor at J.P. Morgan Wealth Management

Anthony Lattavo

HVAC Systems Engineer at Jennings Heating Co Inc

Tags

finance business administration financial planning bsba investment research university of missouri-columbia loan officer investment operations market operations

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