Unclaimed Profile

David C Bensch

EVERGREEN WEALTH MANAGEMENT, LLC·WILLIAMSTON, Michigan

Series 7, Series 66Clean record17 years registeredEVERGREEN WEALTH MANAGEMENT, LLC

319 W GRAND RIVER AVE, WILLIAMSTON, MI 48895CRD# 5295254Firm CRD# 174090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David C Bensch · WILLIAMSTON, MI

Registration

CRD #5295254 · EVERGREEN WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

EVERGREEN WEALTH MANAGEMENT, LLC

Aug 2021 – present

FOURTH DIMENSION FINANCIAL GROUP

May 2015 – present

SECURIAN FINANCIAL SERVICES, INC.

Dec 2008 – Jun 2009

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 5, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERGREEN WEALTH MANAGEMENT, LLC

CRD 174090 · SEC 801-125737

AUM

$175M

Regulatory assets under management

Employees

1,307 client accounts

Services offered by EVERGREEN WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EVERGREEN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David C Bensch offer?

David C Bensch specializes in Investment Management, Fee-Only Advisory. Contact their office in WILLIAMSTON, Michigan for a consultation.

What are David C Bensch's credentials?

David C Bensch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David C Bensch located?

David C Bensch is based in WILLIAMSTON, Michigan, working with EVERGREEN WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSTON metropolitan area and surrounding communities.

How does David C Bensch charge for services?

David C Bensch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERGREEN WEALTH MANAGEMENT, LLC?

EVERGREEN WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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