# BENEFICIAL INVESTMENT SERVICES, INC.

BENEFICIAL INVESTMENT SERVICES, INC. of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 136433
- Type: SEC-registered investment adviser
- SEC file number: 801-68319
- Location: 150 SOCIAL HALL AVE., SUITE 500, SALT LAKE CITY, UT, 84145
- Phone: 801-933-1414
- Latest filing: 2010-07-28
- Regulatory AUM: $41.3M
- Non-discretionary AUM: $41.3M
- Clients: 11
- Accounts: 285

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Russell L Nelson | TRUSTEE | Lehi, UT |
| RUSSELL NELSON | TRUSTEE | FARMINGTON, UT |
| SERNETT GREGORY CHARLES | CHIEF COMPLIANCE OFFICER/DIRECTOR | — |
| FUNKE CHARLES FREDERICK II | DIRECTOR/PRESIDENT/CEO; SOLE DIRECTOR/PRESIDENT/CEO | — |
| MAUGHAN MICHAEL PHILIP | CFO/TREASURER/FINOP; FINOP/DIRECTOR/ VICE PRESIDENT | — |
| WEINLE SHARON KAY | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER/ CHIEF COMPLIANCE OFFICER/DIRECTOR (+1 more) | — |
| ROSS HOLLY ANN | CHIEF COMPLIANCE OFFICER/ EXECUTIVE REPRESENTATIVE/SECRETARY | — |
| STAHR MATTHEW GERARD | CHIEF OPERATIONS OFFICER | — |
| PEARCE JOHN DAVID | CHIEF COMPLIANCE OFFICER | — |
| MONSON THOMAS | TRUSTEE | — |
| STANSFIELD MATTHEW PAUL | ROSFP/ OPERATIONS MANAGER | — |
| HALES ROBERT DEAN | TRUSTEE | — |
| NELSON RUSSEL | TRUSTEE | — |
| HANCOCK DOUGLAS REED | CFO/TREASURER/FINOP | — |
| THOMAS S MONSON | TRUSTEE | — |
| ROBERT D HALES | TRUSTEE | — |
| MASON JAMES CHRISTOPHER | DIRECTOR/ CHAIRMAN | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136433/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136433/similar
- Related entities: https://search.stillhousedata.com/firm/136433/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136433

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.