Benjamin John Hartings
Investment adviser representative at Trinity Financial Advisors LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$670MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Trinity Financial Advisors LLCNov 2018 to now
- Sdg Reserve, Inc.Nov 2017 to Nov 2018
- First Merchants CorporationApr 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Trinity Financial Advisors LLC
$670MAssets managed
210Clients
6Advisers
11 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
- 6162027
- Firm CRD
- 133191