BP
BP

Benjamin R Pfiffner

9 Years of Experience
2 DisclosuresSells Insurance
Areas of Practice
Investment ManagementTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
560 clients
Average Client Portfolio
$218K average
Assets Under Management
$122.3M

Fee Structure

Minimum Investment:$50K
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Location

4722 Main Street, Lisle, IL, 60532

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History

Regulatory History (2)
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Regulatory
September 2018
Final
Regulatory
July 2010
Final
Other Business ActivitiesSells Insurance

Benjamin operates Pffifner & Associates d/b/a Benjamin Pfiffner Insurance Agency, selling life, health, and annuity products, which takes about half of his time. He also owns AB Pfiffner Chain Vacations LLC, a real estate rental business, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Asset Strategies, INC
January 2024 - December 2024 · 11 mos
American Trust Investment Services, INC.Broker
November 2019 - January 2020 · 2 mos
Avellino Financial Advisors, INC.
July 2018 - December 2019 · 1 yr 5 mos
Forest Securities,inc.Broker
August 2017 - December 2019 · 2 yrs 4 mos
Regulus Advisors, LLCBroker
July 2017 - July 2017 · 0 mos
Uvest Financial Services Group, INC.Broker
March 2008 - August 2009 · 1 yr 5 mos
State Registrations2 states
FLWI
Advisor
Exams
No exam information available for this advisor.