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David C Bensch

Fourth Dimension Financial Group

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About David C Bensch

David C Bensch is a financial advisor with over 10 years of experience in the industry. David is registered with the state of Ohio and Michigan and has a Series 7 and Series 66 license. David has previously worked with Securian Financial Services, Inc. Currently, David works with two firms: Fourth Dimension Financial Group and Evergreen Wealth Management. David's specializations include financial planning, portfolio management for individuals, and selection of other advisors. David is committed to helping clients achieve their financial goals.

Firm Information

David Bensch is currently registered with Fourth Dimension Financial Group. Fourth Dimension Financial Group is an investment advisory firm that provides financial planning and portfolio management services to individuals and retirement plans. They have a team of 2 licensed agents and 2 investment advisor representatives. The firm does not manage assets for pooled investment vehicles or corporations. They are registered with the SEC and have a website at HTTPS://WWW.FOURTHDIMENSIONFINANCIAL.COM.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Seminares are free to public

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David Bensch’s Registration & Firm History

OH

05/08/2015 - Present

Fourth Dimension Financial Group (PERRYSBURG OH)

OH

08/22/2008 - 06/30/2009

SECURIAN FINANCIAL SERVICES, INC. (TOLEDO OH)

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Licenses & Designations

BOTH

Issued 11/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David C Bensch.
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