EVERENCE TRUST COMPANY

GOSHEN, Indiana·12 registered advisors·CRD# 113179
SEC# 801-6029311574-533-9511
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
80
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ADMINISTRATIVE FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at EVERENCE TRUST COMPANY

12 registered advisors
Aaron John Kindig
GOSHEN, Indiana
Arlan Ray Yoder
GOSHEN, Indiana
David Thomas Warren
GOSHEN, Indiana
James E Beitler
GOSHEN, Indiana
Karen Ruth Kieper
GOSHEN, Indiana
Larry D Miller
GOSHEN, Indiana
Larry Grant Massanari
GOSHEN, Indiana
Randall Miller Jacobs
GOSHEN, Indiana
Ronald B Schertz
GOSHEN, Indiana
Shirley H Showalter
GOSHEN, Indiana
Todd A Holsopple
GOSHEN, Indiana
William S Hartman
GOSHEN, Indiana
05

Office Locations

GOSHEN, Indiana
12 advisors

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Data sourced from SEC Form ADV filings. EVERENCE TRUST COMPANY (CRD# 113179) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.