David C Bensch
Investment adviser representative at Evergreen Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$248.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Evergreen Wealth Management, LLCJun 2021 to now
- Fourth Dimension Financial Group, LLCJul 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
Evergreen Wealth Management, LLC
$248.7MAssets managed
706Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5295254
- Firm CRD
- 174090