Benjamin Offenhartz
Investment adviser representative at Savvy
12 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- SavvyJan 2026 to now
- TravelMay 2025 to Jan 2026
- NuveenDec 2021 to May 2025
- Northern TrustJun 2021 to Dec 2021
- NuveenNov 2020 to Jun 2021
- TravelJul 2020 to Nov 2020
- Taiber Kosmala & AssociatesFeb 2020 to Jul 2020
- TravelApr 2019 to Feb 2020
- The Mather GroupMay 2018 to Apr 2019
- RelocationFeb 2018 to May 2018
- Capital GroupDec 2017 to Feb 2018
- RelocationMay 2017 to Dec 2017
- Pacific Investment Company LLCJun 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6116916
- Firm CRD
- 318493