Benjamin
Hartings
Trinity Financial Advisors LLC
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About this Advisor
Benjamin Hartings is a certified financial planner who works in Columbus, Ohio with a total of 5 years of industry experience. Hartings is on the advisory team at Trinity Financial Advisors LLC. Hartings has gained experience at Pnc Capital Markets, St. Henry Bank, First Merchants Corporation, Sdg Reserve, Inc and Trinity Financial Advisors LLC. Hartings maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Trinity Financial Advisors LLC is a registered investment business that has its headquarters in Columbus, OH. It manages $399 million in assets under management between its 915 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 915 accounts, 66% are associated with high-net-worth investors who have at least $1 million in investable assets. Trinity Financial Advisors LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually are based on the services. Fee types billed by Trinity Financial Advisors LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trinity Financial Advisors LLC Brokerage Details
$399,147,685
6
915
$436,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Benjamin Hartings Work History
Benjamin has been registered as a financial advisor for 5 years.*
Trinity Financial Advisors LLC
Sdg Reserve, Inc
First Merchants Corporation
St. Henry Bank
Pnc Capital Markets
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Hartings to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trinity Financial Advisors LLC
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
