This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TREK WEALTH PLANNING

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 5, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Jul 5, 2015

First registration

Dec 8, 2016

Dual registered

no

IAPD individual key

6488542

• Occurred

  Dec 21, 2022
  Advisor departed, no destination yet

  Jordan Nietzel no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6b14dbcc-5a1f-71d1-bff8-ccfebe65f262

First observed

Dec 8, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.