Unclaimed Profile

Arlan Ray Yoder

EVERENCE TRUST COMPANY·GOSHEN, Indiana

Series 65Clean record16 years registeredEVERENCE TRUST COMPANY

1110 NORTH MAIN STREET, GOSHEN, IN 46528CRD# 4329769Firm CRD# 113179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Arlan Ray Yoder · GOSHEN, IN

Registration

CRD #4329769 · EVERENCE TRUST COMPANY · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVERENCE TRUST COMPANY

EVERENCE TRUST COMPANY

Nov 2009 – Sep 2019

HESSTON, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 25, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERENCE TRUST COMPANY

CRD 113179 · SEC 801-60293

AUM

$1.7B

Regulatory assets under management

Employees

4,247 client accounts

Services offered by EVERENCE TRUST COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EVERENCE TRUST COMPANY →

Introduction

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Frequently Asked Questions

What services does Arlan Ray Yoder offer?

Arlan Ray Yoder specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Arlan Ray Yoder's credentials?

Arlan Ray Yoder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Arlan Ray Yoder located?

Arlan Ray Yoder is based in GOSHEN, Indiana, last registered with EVERENCE TRUST COMPANY.

How does Arlan Ray Yoder charge for services?

Arlan Ray Yoder's firm is compensated through percentage of aum, hourly charges, subscription fees, other: administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERENCE TRUST COMPANY?

EVERENCE TRUST COMPANY has approximately 80 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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