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Kelli L Swisher

BENCHMARK CAPITAL GROUP LTD.·GALENA, Illinois
Clean recordBENCHMARK CAPITAL GROUP LTD.
228 N. BENCH STREET, GALENA, IL 61036CRD# 5732416Firm CRD# 123698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelli L Swisher · GALENA, IL
Registration
CRD #5732416 · BENCHMARK CAPITAL GROUP LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelli L Swisher is a registered financial advisor based in GALENA, Illinois, affiliated with BENCHMARK CAPITAL GROUP LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BENCHMARK CAPITAL GROUP LTD.
BENCHMARK CAPITAL GROUP LTD.
AUM
$149M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BENCHMARK CAPITAL GROUP LTD. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5732416
Firm CRD# 123698
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelli L Swisher offer?
Kelli L Swisher specializes in Financial Planning, Investment Management. Contact their office in GALENA, Illinois for a consultation.
What are Kelli L Swisher's credentials?
Kelli L Swisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelli L Swisher located?
Kelli L Swisher is based in GALENA, Illinois, working with BENCHMARK CAPITAL GROUP LTD.. Their office serves clients in the GALENA metropolitan area and surrounding communities.
How does Kelli L Swisher charge for services?
Kelli L Swisher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENCHMARK CAPITAL GROUP LTD.?
BENCHMARK CAPITAL GROUP LTD. has approximately 4 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BENCHMARK CAPITAL GROUP LTD.

David William Swisher
GALENA, IL

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Nearby cities in Illinois
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Research
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