Unclaimed Profile

Karen Ruth Kieper

EVERENCE TRUST COMPANY·GOSHEN, Indiana

Clean recordEVERENCE TRUST COMPANY

1110 NORTH MAIN STREET, GOSHEN, IN 46528CRD# 6624842Firm CRD# 113179

Profile Verification

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

Identity

Karen Ruth Kieper · GOSHEN, IN

Registration

CRD #6624842 · EVERENCE TRUST COMPANY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karen Ruth Kieper is a registered financial advisor based in GOSHEN, Indiana, affiliated with EVERENCE TRUST COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

EVERENCE TRUST COMPANY

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EVERENCE TRUST COMPANY →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: ADMINISTRATIVE FEES

Regulatory

SEC/IARD CRD# 6624842

Firm CRD# 113179

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen Ruth Kieper offer?

Karen Ruth Kieper specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GOSHEN, Indiana for a consultation.

What are Karen Ruth Kieper's credentials?

Karen Ruth Kieper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Ruth Kieper located?

Karen Ruth Kieper is based in GOSHEN, Indiana, working with EVERENCE TRUST COMPANY. Their office serves clients in the GOSHEN metropolitan area and surrounding communities.

How does Karen Ruth Kieper charge for services?

Karen Ruth Kieper'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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