Dennis Allen Lefevre

Current Employers

Employment History

• 04/2001 → 02/2025
  Concourse Financial Group Securities Inc
  Hesston, KS
• 10/2019 → 02/2025
  Concourse Financial Group Securities Inc
  Hesston, KS
• 09/2009 → Present
  (Dba) Everence
  Hesston, KS
• 10/2009 → 09/2019
  Everence Trust Company
  Goshen, IN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Woodland Park, CO
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2001-10-18 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Hesston, KS
  Fort Collins, CO
  Denver, CO
  Hesston, KS
  Hutchinson, KS
  Woodland Park, CO
  North Newton, KS
  Denver, CO
  Birmingham, AL
• 2009-10-14 → 2019-09-30
  Everence Trust Company
  Hesston, KS
  Goshen, IN

Other Businesses

1. NAME OF OTHER BUSINESS: EVERENCE SERVICES DBA EVERENCE TRUST COMPANY OR EVERENCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TRUST, FINANCIAL AND INSURANCE SERVICES START DATE: 10/2019 POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: PROVIDE INSURANCE, INVESTMENT AND FINANCIAL PLANNING SERVICES THROUGH EVERENCE TRUST COMPANY (A FEDERALLY CHARTERED SAVINGS BANK) AND CHARITABLE PLANNING SERVICES THROUGH EVERENCE FOUNDATION. 2. LEFEVRE RENTALS; Non-Investment Related; Woodland Park, CO; Rental Property; Owner; Start Date 12/2007; 20 hours per month with no hours per month during trading hours; Holds one residential rental property built in 1916 and located in Hesston, KS. >> FRIESEN LEFEVRE POTTERY; Non-Investment Related; Woodland Park, CO; Pottery; Bookkeeper; Start Date 09/2022; 1 hour per month with no hours per month during trading hours; As a secondary signor on the bank account, I pay the bills for the business as well as assist when needed with shipping and general maintenance. This is a sole proprietorship that is owned by my spouse. 3. ROCKY MOUNTAIN MENNONITE CAMP; Non-Investment Related; 709 County Road 62, Divide, CO 80814; Camp and Retreat Center; Board Member/Treasurer; Start Date 07/2006; 5 hours per month with no hours during trading hours; Serve on the board as treasurer. 4. FINANCIAL PARTNERS LLC; Investment Related; Woodland Park, CO; Insurance; President; Start Date 01/2001; Currently no hours per month; Holding company for operating as an independent contractor from April 2001 to September 2009 selling Everence products. Not presently used but still in existence. 5. POWER OF ATTORNEY; Non-Investment Related; Woodland Park, CO; Other; POA; Start Date 12/2003; 1 hours per month with no hours during trading hours; I have power of attorney to assist my mother with her financial matters; she presently manages them on her own. 6. REVOCABLE LIVING TRUST (2); Non-Investment Related; Woodland Park, CO; Other; Trustee; Start Date 06/2021; 5 hours per month with no hours per month occurring during trading hours; Two trusts - one for my spouse and one for myself; we are co-trustees of each other's trusts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-18
• S63 Uniform Securities Agent State Law Examination
  2001-05-11

Designations