Cletus SchrockCRD Number: 4613295
Current Firm: Everence Trust Company
Cletus Schrock (CRD# 4613295) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 15 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Everence Trust Company||Goshen, IN||Nov 2006 - Current||11|
|Everence Trust||Goshen, IN||Apr 2003 - Current||14|
|Proequities, Inc.||Plain City, OH||Nov 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Total Assets Under Management1,307MILLIONS
Total Number of Accounts3,721ACCOUNTS
Average Account Value$351,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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