Benefitworks, Inc.

Benefitworks, Inc. (CRD# 109267) is a financial advisory firm headquartered in Lebanon, PA. They manage $95,799,833 in 162 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $591,357
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Benefitworks, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert J. Heerdt
CRD#: 241529
336 Cumberland Street, Lebanon, PA 17042
93
Wealthminder
score

Robert Heerdt (CRD# 241529) is an Investment Advisor Representative working at Benefitworks, Inc. in Lebanon, PA and has over 30 years of experience in the finance industry.

2
Brooks R. Trefsgar
CRD#: 5342356
336 Cumberland St., Lebanon, PA 17042
93
Wealthminder
score

Brooks Trefsgar (CRD# 5342356) is an Investment Advisor Representative working at Benefitworks, Inc. in Lebanon, PA and has over 11 years of experience in the finance industry.

3
Brooks N. Trefsgar
CRD#: 1255940
336 Cumberland St., Lebanon, PA 17042
93
Wealthminder
score

Brooks Trefsgar (CRD# 1255940) is an Investment Advisor Representative working at Benefitworks, Inc. in Lebanon, PA and has over 32 years of experience in the finance industry.

4
Drew C. Trefsgar
CRD#: 6572682
336 Cumberland Street, Lebanon, PA 17042
90
Wealthminder
score

Drew Trefsgar (CRD# 6572682) is an Investment Advisor Representative working at Benefitworks, Inc. in Lebanon, PA and has 1 year of experience in the finance industry.

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