BENEFICIAL INVESTMENT SERVICES, INC.
CRD #136433 SEC #801-68319 SALT LAKE CITY, UT 800-278-1103
SEC Registered Broker-Dealer
Total AUM
$41.3M
Discretionary
$0
Employees
--
Clients
25
Accounts
285
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 12, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FUNKE, CHARLES FREDERICK II | I | SOLE DIRECTOR/PRESIDENT/CEO | NA | Control |
| FUNKE, CHARLES FREDERICK II | I | SOLE DIRECTOR/PRESIDENT/CEO | NA | Control |
| FUNKE, CHARLES FREDERICK II | I | SOLE DIRECTOR/PRESIDENT/CEO | NA | Control |
| FUNKE, CHARLES FREDERICK II | I | SOLE DIRECTOR/PRESIDENT/CEO | NA | Control |
| FUNKE, CHARLES FREDERICK II | I | SOLE DIRECTOR/PRESIDENT/CEO | NA | Control |
| FUNKE, CHARLES FREDERICK II | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| FUNKE, CHARLES FREDERICK II | I | DIRECTOR/PRESIDENT/CEO | NA | Control |
| HANCOCK, DOUGLAS REED | I | CFO/TREASURER/FINOP | NA | Control |
| MASON, JAMES CHRISTOPHER | I | DIRECTOR/ CHAIRMAN | NA | Control |
| MASON, JAMES CHRISTOPHER | I | DIRECTOR/ CHAIRMAN | NA | Control |
| MAUGHAN, MICHAEL PHILIP | I | CFO/TREASURER/FINOP | NA | Control |
| MAUGHAN, MICHAEL PHILIP | I | CFO/TREASURER/FINOP | NA | Control |
| MAUGHAN, MICHAEL PHILIP | I | CFO/TREASURER/FINOP | NA | Control |
| MAUGHAN, MICHAEL PHILIP | I | CFO/TREASURER/FINOP | NA | Control |
| MAUGHAN, MICHAEL PHILIP | I | FINOP/DIRECTOR/ VICE PRESIDENT | NA | Control |
| MAUGHAN, MICHAEL PHILIP | I | FINOP/DIRECTOR/ VICE PRESIDENT | NA | Control |
| PEARCE, JOHN DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEARCE, JOHN DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, PATRICIA ANN | I | CHIEF COMPLIANCE OFFICER/ EXECUTIVE REPRESENTATIVE/SECRETARY | NA | Control |
| SERNETT, GREGORY CHARLES | I | CHIEF COMPLIANCE OFFICER/DIRECTOR | NA | Control |
| STAHR, MATTHEW GERARD | I | CHIEF OPERATIONS OFFICER | NA | Control |
| STANSFIELD, MATTHEW PAUL | I | ROSFP/ OPERATIONS MANAGER | NA | |
| STANSFIELD, MATTHEW PAUL | I | ROSFP/ OPERATIONS MANAGER | NA | |
| WEINLE, SHARON KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WEINLE, SHARON KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WEINLE, SHARON KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINLE, SHARON KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WEINLE, SHARON KAY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WEINLE, SHARON KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEINLE, SHARON KAY | I | CHIEF OPERATIONS OFFICER/ CHIEF COMPLIANCE OFFICER/DIRECTOR | NA | Control |
| WEINLE, SHARON KAY | I | CHIEF OPERATIONS OFFICER/ DIRECTOR | NA | Control |
| BENEFICIAL LIFE INSURANCE COMPANY | DE | OWNER | E | Control |
| BENEFICIAL LIFE INSURANCE COMPANY | DE | OWNER | E | Control |
| BENEFICIAL LIFE INSURANCE COMPANY | DE | OWNER | E | Control |
| BENEFICIAL LIFE INSURANCE COMPANY | DE | OWNER | E | Control |
| BENEFICIAL LIFE INSURANCE COMPANY | DE | OWNER | E | Control |
| INSPHERE INSURANCE SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| INSPHERE INSURANCE SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | E | Control |
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | E | Control |
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | E | Control |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | Control |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | Control |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | Control |
| DMC RESERVE TRUST | DE | DESERET MANAGEMENT CORPORATION | E | Control |
| HEALTHMARKETS, INC. | DE | HEALTHMARKETS LLC | E | Control |
| HEALTHMARKETS, INC. | DE | HEALTHMARKETS LLC | E | Control |
| HEALTHMARKETS, LLC | DE | INSPHERE INSURANCE SOLUTIONS, INC. | E | Control |
| HEALTHMARKETS, LLC | DE | INSPHERE INSURANCE SOLUTIONS, INC. | E | Control |
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | C | |
| DESERET MANAGEMENT CORPORATION | DE | BENEFICIAL LIFE INSURANCE COMPANY | C | Control |
| HALES, ROBERT DEAN | I | DMC RESERVE TRUST | C | Control |
| MONSON, THOMAS | I | DMC RESERVE TRUST | C | Control |
| NELSON, RUSSEL | I | DMC RESERVE TRUST | C | Control |
| ROBERT D. HALES | I | DMC RESERVE TRUST | C | Control |
| RUSSELL M. NELSON | I | DMC RESERVE TRUST | C | Control |
| THOMAS S. MONSON | I | DMC RESERVE TRUST | C | Control |
Registrations
Federal
IA
May 12, 2010 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
150 SOCIAL HALL AVE.SUITE 675
SALT LAKE CITY, UT 84111
United States
Phone: 800-278-1103