BENEFICIAL INVESTMENT SERVICES, INC.

BENEFICIAL INVESTMENT SERVICES, INC. of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 136433). Regulatory assets under management: $41.3M.

Registration

Officers, owners & control persons (17)

NameRoleLocation
Russell L NelsonTRUSTEELehi, UT
RUSSELL NELSONTRUSTEEFARMINGTON, UT
SERNETT GREGORY CHARLESCHIEF COMPLIANCE OFFICER/DIRECTOR
FUNKE CHARLES FREDERICK IIDIRECTOR/PRESIDENT/CEO; SOLE DIRECTOR/PRESIDENT/CEO
MAUGHAN MICHAEL PHILIPCFO/TREASURER/FINOP; FINOP/DIRECTOR/ VICE PRESIDENT
WEINLE SHARON KAYCHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER/ CHIEF COMPLIANCE OFFICER/DIRECTOR (+1 more)
ROSS HOLLY ANNCHIEF COMPLIANCE OFFICER/ EXECUTIVE REPRESENTATIVE/SECRETARY
STAHR MATTHEW GERARDCHIEF OPERATIONS OFFICER
PEARCE JOHN DAVIDCHIEF COMPLIANCE OFFICER
MONSON THOMASTRUSTEE
STANSFIELD MATTHEW PAULROSFP/ OPERATIONS MANAGER
HALES ROBERT DEANTRUSTEE
NELSON RUSSELTRUSTEE
HANCOCK DOUGLAS REEDCFO/TREASURER/FINOP
THOMAS S MONSONTRUSTEE
ROBERT D HALESTRUSTEE
MASON JAMES CHRISTOPHERDIRECTOR/ CHAIRMAN

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