Unclaimed Profile

William S Hartman

EVERENCE TRUST COMPANY·GOSHEN, Indiana

Series 65Clean record23 years registeredEVERENCE TRUST COMPANY

1110 NORTH MAIN STREET, GOSHEN, IN 46528CRD# 4609361Firm CRD# 113179

Profile Verification

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

Identity

William S Hartman · GOSHEN, IN

Registration

CRD #4609361 · EVERENCE TRUST COMPANY · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVERENCE TRUST COMPANY

EVERENCE TRUST COMPANY

Jan 2003 – Sep 2019

MOUNT JOY, PA

MMA TRUST COMPANY

Jan 2003 – Dec 2002

LITITZ, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 14, 2003

Years registered · 23

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 William S Hartman offer?

William S Hartman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are William S Hartman's credentials?

William S Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William S Hartman located?

William S Hartman is based in GOSHEN, Indiana, last registered with EVERENCE TRUST COMPANY.

How does William S Hartman charge for services?

William S Hartman'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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