Benchmark Financial

Overview

Benchmark Financial is a state registered investment adviser based in Cedar Falls, IA, registered since 2021. It reports $26.2M in assets under management across 6 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$26.2M

Accounts

6

Employees

3

Advisory reps

2

Registered since

2021

Jurisdictions

1

As reported in the firm's October 2024 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Travis Michael Martinek Ia, Chief Compliance Officer, Partner CRD 6842000
• Chase Daniel Murphy Partner, Marketing Director CRD 7386257
• Kurt Klobassa Investment Advisor CRD 7835336

Advisory reps 2 of 2

• Kurt Klobassa Investment Adviser Rep CRD 7835336
• Travis Michael Martinek Investment Adviser Rep CRD 6842000

Location

Headquarters

2616 Orchard Dr Ste C-1
Cedar Falls, IA 50613

County

Black Hawk

Metro area

Waterloo-Cedar Falls, IA

Region

Midwest

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: benchfn.com

Every state, with registration dates

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