David Bensch has been Chief Compliance Officer of Evergreen Wealth Management since July 2021, is a control person of the firm and directly owns under 5% of it.
Evergreen Wealth Management, LLC is a Williamston, MI firm with $249M under management, 706 clients and 5 advisers across 3 offices, as of its March 2026 filing.
David Bensch’s longest registration is the current one, 11 years at Fourth Dimension Financial Group since 2015. Before joining Evergreen Wealth Management in 2021, David Bensch was registered through Securian Financial Services, Inc.
- – present · 5 yearsPerrysburg, OH · Adviser representative · Firm CRD 174090
- Fourth Dimension Financial GroupAlso current– present · 11 yearsPerrysburg, OH · Adviser representative · Firm CRD 156733
- Securian Financial Services, Inc.– · under a yearToledo, OH · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
David Bensch is registered as an investment adviser representative in 2 states. The first approvals date from May 2015; the most recent is Michigan, in January 2020.
- MichiganSince 9 January 2020
- OhioSince 8 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 November 2008 |
| Series 7 | General Securities Representative Examination | 21 August 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David C Bensch
- CRD
- 5295254
- Firm
- Evergreen Wealth Management · CRD 174090
- Role
- Chief Compliance Officer
- Office
- 27121 Oakmead Drive, Suite B, Perrysburg, OH 43551
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does David Bensch work?
David Bensch has been Chief Compliance Officer of Evergreen Wealth Management, LLC since July 2021, and is a control person of the firm.
Is David Bensch a financial advisor?
Yes. David Bensch has a current investment-adviser registration in Michigan and Ohio, through Evergreen Wealth Management since August 2021.
How many years of experience does David Bensch have?
David Bensch has 12 years in the financial industry, since October 2014, across 3 adviser firms.
What exams has David Bensch passed?
David Bensch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2008.
Where did David Bensch work before Evergreen Wealth Management?
Before Evergreen Wealth Management, David Bensch was registered through Securian Financial Services, Inc., December 2008 to June 2009.
Where is David Bensch based?
David Bensch’s registered office is in Perrysburg, OH.
Is David Bensch registered with FINRA?
No. David Bensch has no current broker registration.
How can I verify David Bensch’s record?
Search CRD 5295254 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Bensch’s full registration record.