Michael Gregory Lakner

Current Employers

Employment History

• 10/2019 → 01/2020
  Concourse Financial Group Securities Inc
  Goshen, IN
• 01/2020 → 02/2025
  Concourse Financial Group Securities Inc
  Goshen, IN
• 10/2019 → Present
  (Dba) Everence
  Goshen, IN
• 08/2019 → 10/2019
  Unemployed
  Elkhart, IN
• 07/2016 → 07/2019
  Orlando Science Schools
  Orlando, FL
• 04/2023 → 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

• 2023-04-13 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Goshen, IN
  Birmingham, AL

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: 09/2019 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-12
• S63 Uniform Securities Agent State Law Examination
  2020-03-11

Designations

Other Names

• Michael G Lakner
• Michael Lakner