Brooks Trefsgar, financial advisor Lebanon PA

Brooks Trefsgar

CRD Number: 5342356
Current Firm: Benefitworks, Inc.

Brooks Trefsgar (CRD# 5342356) is an Investment Advisor Representative working at Benefitworks, Inc. in Lebanon, PA and has over 17 years of experience in the finance industry.

Similar Advisors
Andrew Achenbach, financial advisor Lebanon PA
Andrew D. Achenbach
CRD# 5472786
Foresight Financial Planning LLC
Similar Advisors
Brandon Adams, financial advisor Lebanon PA
Brandon K. Adams
CRD# 5372026
Rkl Wealth Management LLC
Similar Advisors
Anthony Agentowicz, financial advisor Lebanon PA
Anthony Agentowicz
CRD# 1388677
Voya Financial Advisors, Inc.
Company Name Location Dates Years
Trefsgar & Co, Inc. Lebanon, PA Jul 2006 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Brooks R. Trefsgar
Phone Number: 717-274-6881
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.