Benchmark Investment Advisors LLC

Benchmark Investment Advisors LLC (CRD# 159705) is a financial advisory firm headquartered in Chicago, IL. They manage $153,731,300 in 237 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $648,655
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
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.

IL, TX

Financial Advisors at Benchmark Investment Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
John P. Swift
CRD#: 4056303
205 N. Michigan Ave Suite 3770, Chicago, IL 60601
96
Wealthminder
score

John Swift (CRD# 4056303) is an Investment Advisor Representative working at Benchmark Investment Advisors LLC in Chicago, IL and has over 18 years of experience in the finance industry.

2
Terrence B. Sheehan
CRD#: 4613772
Beach Park, IL
93
Wealthminder
score

Terrence Sheehan (CRD# 4613772) is an Investment Advisor Representative working at Benchmark Investment Advisors LLC in Beach Park, IL and has over 15 years of experience in the finance industry.

3
Jamie A. Tebbe
CRD#: 2897075
O'fallon, IL
93
Wealthminder
score

Jamie Tebbe (CRD# 2897075) is an Investment Advisor Representative working at Benchmark Investment Advisors LLC in O'fallon, IL and has over 20 years of experience in the finance industry.

4
Leonard Zielinski
CRD#: 6395972
205 N. Michigan Ave Suite 3770, Chicago, IL 60601
90
Wealthminder
score

Leonard Zielinski (CRD# 6395972) is an Investment Advisor Representative working at Benchmark Investment Advisors LLC in Chicago, IL and has over 3 years of experience in the finance industry.

5
Geoff L. Carfagnini
CRD#: 2771125
205 N. Michigan Ave Suite 3770, Chicago, IL 60601
83
Wealthminder
score

Geoff Carfagnini (CRD# 2771125) is an Investment Advisor Representative working at Benchmark Investment Advisors LLC in Chicago, IL and has over 12 years of experience in the finance industry.

6
Thomas B. Raterman
CRD#: 4532910
205 N. Michigan Ave Suite 3770, Chicago, IL 60601
83
Wealthminder
score

Thomas Raterman (CRD# 4532910) is an Investment Advisor Representative working at Benchmark Investment Advisors LLC in Chicago, IL and has over 13 years of experience in the finance industry.

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