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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)23 years in industry

STEVEN MICHAEL BENZING

Advisor at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

BOSTON, MA | Sanford, MI

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Search this name across graphsid dfx:ria:8a54f071-50d7-2d2c-0cdd-0499fbc7e575

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 3, 2007 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: JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 11, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S66
First exam: Apr 11, 2003
First registration: Apr 3, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 4635430

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
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	Bd affiliated wealth	Sep 30, 2019	n/a	yes	BOSTON, MA\|Sanford, MI	Current employment
TRUSTAGE INVESTMENT MANAGEMENT	Institutional manager	Feb 10, 2014	Dec 20, 2018	no	MADISON, WI\|Midland, MI	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Feb 4, 2014	Feb 5, 2014	no	WAVERLY, IA\|BROWNSTOWN TWP, MI\|Midland, MI\|Madison, WI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 6, 2012	Jan 21, 2014	no	MIDLAND, MI\|FORT MILL, SC\|MIDLAND, MI	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Apr 3, 2007	Jun 5, 2012	no	MIDLAND, MI	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
TRUSTAGE INVESTMENT MANAGEMENT	JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	Dec 20, 2018	Sep 30, 2019	284	Firm change	Other
CUNA BROKERAGE SERVICES, INC.	TRUSTAGE INVESTMENT MANAGEMENT	Feb 5, 2014	Feb 10, 2014	5	Channel change	Other
LPL FINANCIAL LLC	CUNA BROKERAGE SERVICES, INC.	Jan 21, 2014	Feb 4, 2014	14	Firm change	Other
CUNA BROKERAGE SERVICES, INC.	LPL FINANCIAL LLC	Jun 5, 2012	Jun 6, 2012	1	Firm change	Other

Relationships

Registered with (4)

→ JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Sep 30, 2019 to presentfactForm ADV
→ TRUSTAGE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Feb 10, 2014 to Dec 20, 2018factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Feb 4, 2014 to Feb 5, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 6, 2012 to Jan 21, 2014factForm ADV

Dated events

No dated event names this entity yet.