Christopher James Kaufman

Current Employers

Employment History

• 07/2007 → 02/2025
  Concourse Financial Group Securities Inc
  Carlock, IL
• 06/2012 → 09/2019
  Everence Trust Company
  Goshen, IN
• 06/2007 → Present
  Everence
  Goshen, IN
• 08/2010 → Present
  (Dba) Grieder Financial Services, Inc.
  Carlock, IL
• 07/2009 → 02/2025
  Concourse Financial Group Securities Inc
  Carlock, IN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Carlock, IL
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-07-02 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Carlock, IL
  Birmingham, AL
• 2012-06-04 → 2019-09-30
  Everence Trust Company
  Carlock, IL
  Goshen, IN

Other Businesses

1) (dba) GRIEDER FINANCIAL SERVICES, INC.; Investment Related; 106 W. Douglas St., P.O. Box 159, Carlock IL 61725; Insurance and Investment Services; Financial Advisor/Part Owner; Start Date 08/2010; 110 hours per month with 85 hours per month during trading; Life, Health, Medicare Supplement, Long-Term Care, Disability, Supplemental benefits, and Fixed Annuities through brokerage relationships through Everence and other independent channels. >> 2) 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: 08/2007 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 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. 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2007; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-30
• S63 Uniform Securities Agent State Law Examination
  2007-08-03

Other Names

• Chris Kaufman