Unclaimed Profile

Robert John Heerdt

BENEFITWORKS, INC.·LEBANON, Pennsylvania

Series 1, Series 63Clean record28 years registeredBENEFITWORKS, INC.

336 CUMBERLAND STREET, LEBANON, PA 17042CRD# 241529Firm CRD# 109267

Profile Verification

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

Identity

Robert John Heerdt · LEBANON, PA

Registration

CRD #241529 · BENEFITWORKS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BENEFITWORKS, INC.

BENEFITWORKS, INC.

Jul 2012 – Dec 2020

LEBANON, PA

THE GWYNEDD COMPANY

Aug 1997 – Jan 2003

LANSDALE, PA

Registrations & Exams

FINRA examinations passed

Series 1

Series 63

Registration record

First registered · August 20, 1997

Years registered · 28

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

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Introduction

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Frequently Asked Questions

What services does Robert John Heerdt offer?

Robert John Heerdt specializes in Investment Management, Fee-Only Advisory.

What are Robert John Heerdt's credentials?

Robert John Heerdt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Heerdt located?

Robert John Heerdt is based in LEBANON, Pennsylvania, last registered with BENEFITWORKS, INC..

How does Robert John Heerdt charge for services?

Robert John Heerdt'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 Richard Trefsgar

LEBANON, PA

Brooks Nelson Trefsgar

LEBANON, PA

Browse by Specialty

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

Nearby cities in Pennsylvania

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City Guides

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Research

Advisor Fees in Pennsylvania National Fee Analysis

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