Steven Michael Benzing
Investment Adviser Representative at JOHN Hancock Personal Financial Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Michael Benzing is an investment adviser representative with JOHN Hancock Personal Financial Services, LLC in Sanford, MI, where they have been registered since 2019. They have worked in the securities industry since 2003 and have been registered with 4 firms, including Members Capital Advisors, Inc. and CUNA Brokerage Services, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts and Michigan.
Registrations & licenses
- Investment adviser:
- Massachusetts, Michigan
- Broker:
11 states and territories
Georgia, Illinois, Indiana, Massachusetts, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CUNA Mutual GroupJan 2014 – Dec 2018Madison, WI
- CUNA Brokerage Services Inc.Jan 2014 – Dec 2018Waverly, IA
- JOHN HancockDec 2018 – no end date reportedBoston, MA
- JOHN Hancock Distributors, LLCJan 2019 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JOHN Hancock Personal Financial Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- On the first $50,0000.50%
- On the next $50,0000.40%
- On the next $150,0000.30%
- On amounts over $250,0000.20%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 55
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Boston, MA
- SEC file number:
- 801-80927
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Michael Benzing has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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