David C. Bensch
FOURTH DIMENSION FINANCIAL GROUP
Perrysburg, OH 43551
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CRD#: 5295254
Professional summary
David C Bensch, CFP® is a registered financial advisor currently at FOURTH DIMENSION FINANCIAL GROUP located in Perrysburg, Ohio and EVERGREEN WEALTH MANAGEMENT, LLC located in Perrysburg, Ohio.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MY WIFE IS A SINGLE MEMBER LLC OF THE HAIR SALON IN PERRYSBURG, OH. MR. BENSCH HELPS WITH THE OPERATIONS AT THE SALON, BUT HE DOES NOT RECEIVE ANY COMMISSIONS OR INCOME. I am the CCO and IAR at Fourth Dimension Financial Group. I work for an advisor and help support his practice by doing case design and office management. I do not have any clients of my own and I do not receive any commissions from Fourth Dimension Financial Group. David C Bensch is a licensed insurance agent.
CRS (Client Relationship Summary) - RIA
Click below to view David C Bensch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2023
Experience
Current
May 8, 2015 - Present
FOURTH DIMENSION FINANCIAL GROUP
Office #1: 27121 Oakmead Drive Suite B, Perrysburg, OH 43551RIA
CRD#: 156733
Perrysburg, OH
Current
August 9, 2021 - Present
EVERGREEN WEALTH MANAGEMENT, LLC
Office #1: 27121 Oakmead Drive Suite B, Perrysburg, OH 43551RIA
CRD#: 174090
Perrysburg, OH
Past
December 5, 2008 - June 30, 2009
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
TOLEDO, OH
Past
August 22, 2008 - June 30, 2009
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
TOLEDO, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - (5/27/2022 Approved)Florida
Registered Investment Advisory firm - (6/20/2022 Terminated)Michigan
Registered Investment Advisory firm - (6/30/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/21/2022 Terminated)Texas
Registered Investment Advisory firm - (6/20/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(1/9/2020)
IAR
Ohio(5/8/2015)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
EW
EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - (5/27/2022 Approved)Florida
Registered Investment Advisory firm - (6/20/2022 Terminated)Michigan
Registered Investment Advisory firm - (6/30/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/21/2022 Terminated)Texas
Registered Investment Advisory firm - (6/20/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
319 W Grand River Ave, Williamston, MI 48895
Mailing Address
Phone number
(517) 655-2118
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,458 |
| AUM (Assets Under Management) | $ 211,031,724 |
Red Flags
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