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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-02-20 |
Branch Locations
2908 N Plum St, Hutchinson, KS 67502 • United States
3179 N Main Street Suite 1B, North Newton, KS 67117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everence Financial | North Newton | KS | 10/2014 | 09/2019 |
| Everence Trust Company | Goshen | IN | 03/2015 | 09/2019 |
| Concourse Financial Group Securities Inc | North Newton | KS | 05/2017 | 02/2025 |
| Concourse Financial Group Securities Inc | North Newton | KS | 02/2015 | 02/2025 |
| (Dba) Everence | North Newton | KS | 10/2019 | Present |
| Everence Trust Company | North Newton | KS | 10/2019 | Present |
| Cetera Wealth Services, Llc | North Newton | KS | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
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: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 22.5 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-03 |
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