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Katherine Joy Glick Miller

EVERENCE CAPITAL MANAGEMENT, INC.·GOSHEN, Indiana
SIE, Series 6TO, Series 7TO, Series 24, Series 66Clean record5 years registeredEVERENCE CAPITAL MANAGEMENT, INC.
1110 N MAIN ST, GOSHEN, IN 46528CRD# 7194183Firm CRD# 105675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Joy Glick Miller · GOSHEN, IN
Registration
CRD #7194183 · EVERENCE CAPITAL MANAGEMENT, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
Feb 2025 – present
CONCOURSE FINANCIAL GROUP ADVISORS
Oct 2020 – Feb 2025
Goshen, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7TO
Series 24
Series 66
Registration record
First registered · October 5, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EVERENCE CAPITAL MANAGEMENT, INC.
CRD 105675 · SEC 801-36323
AUM
$2.5B
Regulatory assets under management
Employees
11
8 client accounts
Services offered by EVERENCE CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (pooled investments)
Other
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at EVERENCE CAPITAL MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Katherine Joy Glick Miller offer?
Katherine Joy Glick Miller specializes in Investment Management, Fee-Only Advisory. Contact their office in GOSHEN, Indiana for a consultation.
What are Katherine Joy Glick Miller's credentials?
Katherine Joy Glick Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Joy Glick Miller located?
Katherine Joy Glick Miller is based in GOSHEN, Indiana, working with EVERENCE CAPITAL MANAGEMENT, INC.. Their office serves clients in the GOSHEN metropolitan area and surrounding communities.
How does Katherine Joy Glick Miller charge for services?
Katherine Joy Glick Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERENCE CAPITAL MANAGEMENT, INC.?
EVERENCE CAPITAL MANAGEMENT, INC. has approximately 11 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVERENCE CAPITAL MANAGEMENT, INC.

Chad Michael Horning
GOSHEN, IN
Marlo Jay Kauffman
GOSHEN, IN
Delmar Kay King
GOSHEN, IN

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