Jordan Nietzel

CFA®, CFP®

Trek Wealth Planning

Founder

Contact Me

Jordan Nietzel

CFA®, CFP®

Trek Wealth Planning

Founder

Real financial planning is about more than just numbers and spreadsheets. It’s about intentionally organizing your finances to reflect the things that are most important to you. - Jordan Nietzel, CFA®, CFP®

Contact Me

573-367-5577

Website

Fee-Only financial planner located in Columbia, MO, serving clients locally and across the country

Jordan Nietzel is a Columbia, MO fee-only financial planner. Trek Wealth Planning provides comprehensive financial planning, investment management and college/education planning to help wealth building families and pre-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jordan Nietzel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jordan Nietzel is a fee-only financial planner at Trek Wealth Planning located in Columbia, MO.

Experience

I have spent my entire career in financial services. I have guided military veterans through the mortgage process, helped small businesses secure working capital loans, and led the investment strategy for a Forbes Top 100 investment advisor. The common thread throughout my career is a desire to serve others with my expertise in finance.

Education

I earned my bachelor’s degree in Business Administration from the University of Missouri. I am a CFA Charterholder and CERTIFIED FINANCIAL PLANNER™.  I am a lifelong learner and love exploring other disciplines such as technology, science, and theology. In my spare time you may find me studying complexity theory, coding in Python, or reading C.S. Lewis.

Family

My wife, Kari, and I live in Columbia, MO with our 3 kids, Maelyn, Daxton, and Hudson, and our Goldendoodle, Mick. We love being active and getting outdoors as much as we can. I am a self-proclaimed beer snob and enjoy visiting local breweries. When I’m not creating financial plans, you may find me watching the NBA or my alma mater, the Missouri Tigers.

Jordan Nietzel is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Jordan Nietzel started Trek Wealth Planning 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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Stock Options & RSUs

Ideal Clients

  • Growing Families
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jordan Nietzel is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Jordan Nietzel is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Jordan Nietzel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst

    Jordan Nietzel is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

Contact Jordan Nietzel

573-367-5577

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Office Locations:

  • 910 E Broadway
    Suite 208
    Columbia, MO 65201

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