William HartmanCRD Number: 4609361
Current Firm: Everence Trust Company
William Hartman (CRD# 4609361) is an Investment Advisor Representative working at Everence Trust Company in Mount Joy, PA and has over 14 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Mma Trust Company||Goshen, IN||Jan 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
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