Jordan Nietzel (CFA, CFP®)

Jordan Nietzel focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Planning & Distribution Rules

Planning Specialties

I started Trek Wealth Planning because I wanted to give people freedom from money anxiety. The nagging worries of “Am I saving enough?” or “How much can I afford to spend?” spill over into all aspects of our lives. But a good plan can bring a sense of freedom over your money and your life.

  • Do you wonder how much you need to save in order to retire someday?
  • Do you have insurance set up to protect your family in a worst-case scenario?
  • Can you afford a pay cut in order to take your dream job?
  • Are you putting your hard-earned savings to work for you?

We will develop a plan to help you answer these questions so you can focus on the things that are most important to you.  

Trek Wealth Planning was built around some key values.

  • Serve our clients with quality financial planning and excellent service
  • Be transparent in how we charge and how we operate
  • Educate our clients on the why behind our recommendations
  • Keep it simple – don’t overcomplicate
  • Be active in and serve our community

Additional Information

When I’m not creating financial plans, you may find me playing outside with my 3 kids, visiting a local craft brewery, or cheering for my alma mater, the Missouri Tigers.

NAPFA Start Date

July 01, 2020


This Office

910 E Broadway Suite 208 Columbia, MO 65201 Phone: (816) 313-8735