Benchmark Financial

Benchmark Financial (CRD# 314535) is a financial advisory firm headquartered in Cedar Falls, IA. They manage $26,213,177 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2616 Orchard Drive, Ste C-1, Cedar Falls, IA 50613
https://www.benchfn.com/
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $4,368,863
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Benchmark Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kurt Klobassa, financial advisor Allen TX
Kurt Klobassa
CRD#: 7835336
Allen, TX

Kurt Klobassa (CRD# 7835336) is an Investment Advisor Representative working at Benchmark Financial in Allen, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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