Unclaimed Profile

Brooks Richard Trefsgar

BENEFITWORKS, INC.·LEBANON, Pennsylvania

Series 65Clean record19 years registeredBENEFITWORKS, INC.

555 WILLOW ST., LEBANON, PA 17046CRD# 5342356Firm CRD# 109267

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brooks Richard Trefsgar · LEBANON, PA

Registration

CRD #5342356 · BENEFITWORKS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BENEFITWORKS, INC.

BENEFITWORKS, INC.

May 2007 – Dec 2022

LEBANON, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 25, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BENEFITWORKS, INC.

CRD 109267 · SEC 801-113855

AUM

$9M

Regulatory assets under management

Employees

10 client accounts

Services offered by BENEFITWORKS, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BENEFITWORKS, INC. →

Introduction

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Frequently Asked Questions

What services does Brooks Richard Trefsgar offer?

Brooks Richard Trefsgar specializes in Investment Management, Fee-Only Advisory.

What are Brooks Richard Trefsgar's credentials?

Brooks Richard Trefsgar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brooks Richard Trefsgar located?

Brooks Richard Trefsgar is based in LEBANON, Pennsylvania, last registered with BENEFITWORKS, INC..

How does Brooks Richard Trefsgar charge for services?

Brooks Richard Trefsgar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BENEFITWORKS, INC.?

BENEFITWORKS, INC. has approximately 1 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at BENEFITWORKS, INC.

Brooks Nelson Trefsgar

LEBANON, PA

Robert John Heerdt

LEBANON, PA

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Pennsylvania

PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)

City Guides

PITTSBURGH Guide PHILADELPHIA Guide WAYNE Guide RADNOR Guide BERWYN Guide

Research

Advisor Fees in Pennsylvania National Fee Analysis

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