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Current Employers
Evergreen Wealth Management, Llc

319 W Grand River Ave, Williamston, MI 48895 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-08-09
  • MI RA
    APPROVED
    Since 2021-08-09

Branch Locations

27121 Oakmead Drive Suite B, Perrysburg, OH 43551 • United States

319 W Grand River Ave, Williamston, MI 48895 • United States

Fourth Dimension Financial Group

27121 Oakmead Drive Suite B, Perrysburg, OH 43551 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-01-09
OH RA APPROVED 2015-05-08
  • MI RA
    APPROVED
    Since 2020-01-09
  • OH RA
    APPROVED
    Since 2015-05-08

Branch Locations

27121 Oakmead Drive Suite B, Perrysburg, OH 43551 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fourth Dimension Financial Group, Llc Perrysburg OH 03/2015 Present
Fourth Dimension Financial Group, Llc Perrysburg OH 07/2012 Present
Evergreen Wealth Management Perrysburg OH 06/2021 Present
Evergreen Wealth Management Perrysburg OH 06/2021 Present
Fourth Dimension Financial Group, Llc Perrysburg OH 07/2021 Present
  • 03/2015 → Present
    Fourth Dimension Financial Group, Llc
    Perrysburg, OH
  • 07/2012 → Present
    Fourth Dimension Financial Group, Llc
    Perrysburg, OH
  • 06/2021 → Present
    Evergreen Wealth Management
    Perrysburg, OH
  • 06/2021 → Present
    Evergreen Wealth Management
    Perrysburg, OH
  • 07/2021 → Present
    Fourth Dimension Financial Group, Llc
    Perrysburg, OH
Previous Registrations
  • 2008-12-05 → 2009-06-30
    Securian Financial Services, Inc.
    Toledo, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-20
  • S66 Uniform Combined State Law Examination
    2008-11-20
Designations

View on SEC IAPD

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