Glen Emerson Kauffman

Current Employers

Employment History

• 01/2005 → 02/2025
  Concourse Financial Group Securities Inc
  Harrisonburg, VA
• 03/2007 → 10/2019
  Everence Trust Company
  Goshen, IN
• 10/2019 → Present
  (Dba) Everence
  Harrisonburg, VA
• 06/2020 → 02/2025
  Concourse Financial Group Securities Inc
  Harrisonburg, VA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Harrisonburg, VA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2025 → Present
  Glandy North Llc
  Harrisonburg, VA

Previous Registrations

• 2005-02-22 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Harrisonburg, VA
  Harrisonburg, VA
  Harrisonburg, VA
  Birmingham, AL
• 2007-03-07 → 2019-09-30
  Everence Trust Company
  Harrisonburg, VA
  Goshen, IN
• 2004-01-06 → 2005-01-27
  Uvest Financial Services Group, Inc.
  Harrisonburg, VA
• 2001-01-31 → 2002-12-31
  Praxis Investment Management, Inc.
  Harrisonburg, VA

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: 02/2005 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. 2) LANDLORD; Non-Investment Related; Rental Property; Owner; Start Date 01/1991; 2 hours per month; Collect rent and make minor repairs. >> 3) RENTAL REAL ESTATE; Non-Investment Related; Harrisonburg, VA; Residential Rental; Landlord; Start Date 07/2009; 1 hour per month with no hours during trading hours; Collect rent, do minor repairs and select tenants to which to lease the property. >> 4) AIRBNB; Non-Investment Related; Mineral, VA 23117; Real Estate; Landlord; Start Date 07/2022; No hours per month; Investor in a short-term Airbnb rental property that is co-owned and managed by my son - I have no active role, I am simply an investor in the property. >> 5) 3230 ENTERPRISES LLC; Investment Related; Harrisonburg, VA; Rental Property; Owner; Start Date 06/2021; 2 hours per month with no hours per month occurring during trading hours; Collect rent, perform routine maintenance, and maintain records. 6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/1997; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 7) NAME OF OTHER BUSINESS: GLANDY NORTH LLC INVESTMENT RELATED: NO ADDRESS: 2143 LAKE TERRACE DRIVE HARRISONBURG VA 22802 NATURE OF BUSINESS: PERSONAL RENTAL REAL ESTATE START DATE: 5.2025 POSITION/TITLE/RELATIONSHIP: OWNER/ MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGING PERSONAL RENTAL REAL ESTATE

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-01-30
• S65 Uniform Investment Adviser Law Examination
  1991-09-05

Designations