Lori Schlager Bensing

Current Employers

Employment History

• 04/2012 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 02/2026
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 02/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2012-05-23 → 2018-11-01
  Edelman Financial Services, Llc
  Mountain View, CA
  Dallas, TX
  Houston, TX
  Fairfax, VA
  Santa Clara, CA
  Dallas, TX
  Santa Clara, CA
• 2010-12-14 → 2012-12-31
  Sanders Morris Llc
  Dallas, TX
  Houston, TX
  Houston, TX
  Dallas, TX
  Santa Clara, CA
  Fairfax, VA
• 2009-07-15 → 2010-12-03
  Ffec Wealth Partners Llc
  Addison, TX
  Scottsdale, AZ
• 2005-01-04 → 2009-03-20
  Stanford Group Company
  Dallas, TX
• 2003-08-15 → 2004-11-12
  Banc Of America Investment Services, Inc.
  Dallas, TX
• 2003-02-07 → 2003-08-20
  Banc Of America Securities Llc
  Dallas, TX
• 1996-04-17 → 2003-02-10
  Morgan Stanley Dw Inc.
  Dallas, TX

Other Businesses

1) Sammons Center for The Arts; Not Investment Related; ADDRESS: 3630 Harry Hines Blvd, Dallas, TX 75219; NATURE: Non-Profit center that supports small and local artists, art groups and art education; POSITION: Board Member; START DATE: 12/01/2019; NUMBER OF HOURS: 2 Hrs.; SECURITIES TRADING HOURS: 0 Hrs.; DESCRIPTION: The board supports the work of Sammons Center for the Arts and provides mission based leadership and strategic governance. 2) Northwood Woman's Club; INVESTMENT RELATED: No; ADDRESS: P.O. Box 796155, Dallas, TX 75379; NATURE: Philanthropy and social club; POSITION: General Fund Treasurer; START DATE: 06/02/2025; NUMBER OF HOURS/MONTH: 08 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 04 Hrs.; DUTIES: Manage the cash account of the club.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-01
• S63 Uniform Securities Agent State Law Examination
  1996-04-16

Other Names

• Lori Sue Schlager