Rick Leon Lengacher

Current Employers

Employment History

• 08/2016 → Present
  (Dba) Everence
  Goshen, IN
• 08/2016 → 02/2025
  Concourse Financial Group Securities Inc
  Goshen, IN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Goshen, IN
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-02-16 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Goshen, IN
  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: 08/2016 POSITION/TITLE/RELATIONSHIP: DP/BRANCH COMPLIANCE MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 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. PLEASANT VIEW CHURCH; Non-Investment Related; 58529 County Road 23, Goshen, IN 46528; Other; Sunday School/Education Coordinator; Start Date 09/2023; 4 hours per month with no hours per month occurring during trading hours; Responsibilities include administering congregation education programs, acting as the adult Sunday school superintendent, preparing the yearly budget, submitting annual reports, and facilitating tuition support for those attending private, Christian middle and/or high school as well as the application process for undergraduate scholarships.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-16
• S63 Uniform Securities Agent State Law Examination
  2001-09-26