Katherine Joy Glick Miller

Current Employers

Employment History

• 12/2019 → 02/2025
  Concourse Financial Group Securities Inc
  Goshen, IN
• 10/2019 → Present
  (Dba) Everence
  Goshen, IN
• 01/2006 → 12/2018
  Tax Solutions, P.C.
  Goshen, IN
• 12/2018 → 10/2019
  Culp Cpa Group
  Goshen, IN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Goshen, IN
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-10-05 → 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: 10/2019 POSITION/TITLE/RELATIONSHIP: DESIGNATED PRINCIPAL/RETIREMENT ADMINISTRATOR 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. PRAXIS MUTUAL FUNDS; Investment Related; 1110 N Main, Goshen, IN 46526; Board Member; Vice President; Start Date 07/2022; 40 hours per month with those 40 hours occurring during trading hours; Operations liaison with transfer agent - my work as Praxis Vice President is part of my job as an Everence employee; all my compensation comes through Everence. 3. POWER OF ATTORNEY (POA); Non-Investment Related; Goshen, IN; Other; Power of Attorney; Start Date 06/2015; No hours per month; I am Power of Attorney for my mother, father and two siblings.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-05

Other Names

• Katherine Joy Glick
• Kathy Joy Glick Miller
• Kathy Joy Glick