AdFi
BJ

Benjamin John Hartings

Investment Adviser Representative at Trinity Financial Advisors LLC

Columbus, OHCRD #6162027Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Benjamin John Hartings is an investment adviser representative with Trinity Financial Advisors LLC in Columbus, OH, where they have been registered since 2018, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 79 (investment banking). They are registered to provide investment advice in Ohio and Texas.

Office

760 Communications Parkway, Suite 200
Columbus, OH 43214

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/7/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 7/12/2013
Series 79
Investment Banking Registered Representative Examination
Passed 9/6/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Trinity Financial Advisors LLCCurrent
11/7/2018 – Columbus, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. First Merchants Corporation
    Apr 2015 – Nov 2017Columbus, OH
  2. SDG Reserve, Inc.
    Nov 2017 – Nov 2018Columbus, OH
  3. Trinity Financial Advisors LLC
    Nov 2018 – no end date reportedColumbus, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Trinity Financial Advisors LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Fee-only financial planning and investment advisory services

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Fee-onlyFinancial PlanningInvestment AdvisoryWealth Management

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
Columbus, OH
SEC file number:
801-81196

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 29, 2026

View full firm profile

Other advisors at Trinity Financial Advisors LLC

6 other advisors in the directory

View Trinity Financial Advisors LLC firm profile

Similar advisors in Columbus, OH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin John Hartings has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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