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Ronald B Schertz

EVERENCE TRUST COMPANY·GOSHEN, Indiana
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1110 NORTH MAIN STREET, GOSHEN, IN 46528CRD# 4399605Firm CRD# 113179
01

About

Ronald B Schertz 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EVERENCE TRUST COMPANY
EVERENCE TRUST COMPANY
AUM
$1.7B
Regulatory assets under management
Employees
80
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 4399605
Firm CRD# 113179
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronald B Schertz offer?
Ronald B Schertz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GOSHEN, Indiana for a consultation.
What are Ronald B Schertz's credentials?
Ronald B Schertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald B Schertz located?
Ronald B Schertz is based in GOSHEN, Indiana, working with EVERENCE TRUST COMPANY. Their office serves clients in the GOSHEN metropolitan area and surrounding communities.
How does Ronald B Schertz charge for services?
Ronald B Schertz'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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Other advisors in GOSHEN
Rodney D Diller — EVERENCE CAPITAL MANAGEMENT, INC.James E Beitler — EVERENCE TRUST COMPANYShirley H Showalter — EVERENCE TRUST COMPANYPhilip Ray Zimmerman — EVERENCE CAPITAL MANAGEMENT, INC.Kenneth Dean Hochstetler — EVERENCE CAPITAL MANAGEMENT, INC.
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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