Benjamin Offenhartz
Investment Adviser Representative at Savvy
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Offenhartz is an investment adviser representative with Savvy in Chicago, IL, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with The Mather Group, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pacific Investment Company LLCJun 2014 – May 2017Newport Beach, CA
- Capital GroupDec 2017 – Feb 2018Irvine, CA
- The Mather GroupMay 2018 – Apr 2019Chicago, IL
- RelocationMay 2017 – Dec 2017Irvine, CA
- RelocationFeb 2018 – May 2018Chicago, IL
- TravelApr 2019 – Feb 2020Chicago, IL
- Taiber Kosmala & AssociatesFeb 2020 – Jul 2020Chicago, IL
- TravelJul 2020 – Nov 2020Chicago, IL
- NuveenNov 2020 – Jun 2021Chicago, IL
- Northern TrustJun 2021 – Dec 2021Chicago, IL
- NuveenDec 2021 – May 2025Chicago, IL
- TravelMay 2025 – Jan 2026Chicago, IL
- SavvyJan 2026 – no end date reportedChicago, IL
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Savvy
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
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
Personalized financial planning, personalized investment management, and a digital dashboard for tracking investments, net worth, and progress toward financial goals, delivered by dedicated financial advisors backed by technology
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-123656
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Savvy
Showing 12 of 159 in the directory
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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 Offenhartz 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.
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