David Bensch, financial advisor Perrysburg OH

David Bensch

CRD Number: 5295254
Current Firm: Fourth Dimension Financial Group

David Bensch (CRD# 5295254) is an Investment Advisor Representative working at Fourth Dimension Financial Group in Perrysburg, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Fourth Dimension Financial Group, LLC Perrysburg, OH Jul 2021 - Current 2
Evergreen Wealth Management Perrysburg, OH Jun 2021 - Current 2
Evergreen Wealth Management Perrysburg, OH Jun 2021 - Current 2
Fourth Dimension Financial Group, LLC Perrysburg, OH Mar 2015 - Current 9
Fourth Dimension Financial Group, LLC Perrysburg, OH Jul 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for David C. Bensch
Phone Number: (419) 931-0704
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI, OH, TX

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