Glen Kauffman, financial advisor Harrisonburg VA
96 score

Glen Kauffman

CRD Number: 1364121
Current Firm: Everence Trust Company

Glen Kauffman (CRD# 1364121) is an Investment Advisor Representative working at Everence Trust Company in Harrisonburg, VA and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Everence Trust Company Goshen, IN Mar 2007 - Current 9
Proequities, Inc. Harrisonburg, VA Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Sep 1991
Contact Info for Glen E. Kauffman
Phone Number: 574-533-9511
Firm Website: http://www.everence.com
Registered State(s):
  • VA
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
96
Clean Record
This advisor has a clean track record with regulators.

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