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Advisors / Arizona / Scottsdale
15yrs

John Walker

Financial advisor at Trek Financial

Based in Scottsdale, Arizona, John Walker is a fiduciary financial advisor with 15 years of industry experience. John joined Trek Financial in 2017, after less than a year at World Equity Group and five years at Equitable Advisors. Trek Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.

Scottsdale, AZ 85255Fiduciary advisor
Call the officeDirections

At a glance

Experience15 years (since 2012)
How that compares ?More experience than 53% of advisors in Arizona
Office8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$537,789
Advisors at the firm63
States licensed ?1 state

Services through Trek Financial

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
    Trek FinancialCurrent firm
  2. Aug 2017 – Aug 2017
  3. 2012 – 2017

Questions to ask John

Tailored to John’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Trek Financial at (480) 483-1510 and ask for John Walker. John works from the Scottsdale, AZ office.

How long has John been a financial advisor?

John has been in the industry since 2012, about 15 years. More experience than 53% of advisors in Arizona.

What licenses does John hold?

Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Trek Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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