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RIA / WealthAdvisor30 years in industry

LORI SCHLAGER BENSING

Advisor at EDELMAN FINANCIAL ENGINES

DALLAS, TX

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Search this name across graphsid dfx:ria:7fa76a1c-61d7-1cb0-8964-974bff450b80

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Apr 17, 1996 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 16, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 16, 1996
First registration: Apr 17, 1996
Dual registered: no
Other names: LORI SUE SCHLAGER
IAPD individual key: 1578638

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	n/a	yes	DALLAS, TX	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	May 23, 2012	Nov 1, 2018	no	MOUNTAIN VIEW, CA\|DALLAS, TX\|HOUSTON, TX\|FAIRFAX, VA\|SANTA CLARA, CA\|DALLAS, TX\|SANTA CLARA, CA	Previous registration
SANDERS MORRIS LLC	Independent wealth	Dec 14, 2010	Dec 31, 2012	no	DALLAS, TX\|HOUSTON, TX\|HOUSTON, TX\|DALLAS, TX\|SANTA CLARA, CA\|FAIRFAX, VA	Previous registration
FIRST FINANCIAL EQUITY CORPORATION	Former SEC adviser	Jul 15, 2009	Dec 3, 2010	no	ADDISON, TX\|SCOTTSDALE, AZ	Previous registration
STANFORD GROUP COMPANY	n/a	Jan 4, 2005	Mar 20, 2009	no	DALLAS, TX	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 15, 2003	Nov 12, 2004	no	DALLAS, TX	Previous registration
BANC OF AMERICA SECURITIES LLC	n/a	Feb 7, 2003	Aug 20, 2003	no	DALLAS, TX	Previous registration
MORGAN STANLEY DW INC.	n/a	Apr 17, 1996	Feb 10, 2003	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
SANDERS MORRIS LLC	EDELMAN FINANCIAL SERVICES, LLC	Dec 31, 2012	May 23, 2012	-222	Firm change after gap	Other
FIRST FINANCIAL EQUITY CORPORATION	SANDERS MORRIS LLC	Dec 3, 2010	Dec 14, 2010	11	Firm change	Other
STANFORD GROUP COMPANY	FIRST FINANCIAL EQUITY CORPORATION	Mar 20, 2009	Jul 15, 2009	117	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	STANFORD GROUP COMPANY	Nov 12, 2004	Jan 4, 2005	53	Firm change	Other
BANC OF AMERICA SECURITIES LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 20, 2003	Aug 15, 2003	-5	Bulk transfer	Other
MORGAN STANLEY DW INC.	BANC OF AMERICA SECURITIES LLC	Feb 10, 2003	Feb 7, 2003	-3	Firm change	Other

Relationships

Registered with (8)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 23, 2012 to Nov 1, 2018factForm ADV
→ SANDERS MORRIS LLCRegistered adviserregistration: previous registration
Dec 14, 2010 to Dec 31, 2012factForm ADV
→ FIRST FINANCIAL EQUITY CORPORATIONRegistered adviserregistration: previous registration
Jul 15, 2009 to Dec 3, 2010factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Jan 4, 2005 to Mar 20, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 15, 2003 to Nov 12, 2004factForm ADV
→ BANC OF AMERICA SECURITIES LLCRegistered adviserregistration: previous registration
Feb 7, 2003 to Aug 20, 2003factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Apr 17, 1996 to Feb 10, 2003factForm ADV

Dated events

No dated event names this entity yet.