Brian Veeder, financial advisor Fisher IL
77 score

Brian Veeder

CRD Number: 6279873
Current Firm: Everence Trust Company

Brian Veeder (CRD# 6279873) is an Investment Advisor Representative working at Everence Trust Company in Fisher, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Everence Trust Company Goshen, IN Mar 2014 - Current 2
Everence Goshen, IN Jan 2014 - Current 2
Todd Sommer Farm Foosland, IL Oct 2009 - Jan 2014 4
Praxsym, Inc. Fisher, IL Jul 2004 - Oct 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Brian D. Veeder
Phone Number: 574-533-9511
Firm Website: http://www.everence.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,307
    MILLIONS
  • Total Number of Accounts
    3,721
    ACCOUNTS
  • Average Account Value
    $351,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DC, DE, FL, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OR, PA, SD, VA, WI, WV

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BADGES
77

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