Hayden Goerzen (CRD# 6453006) is an Investment Advisor Representative working at Concourse Financial Group Advisors in North Newton, KS and has over 9 years of experience in the finance industry. Hayden Goerzen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6242646
Equitable Advisors, LLC
CRD# 6242979
Edward Jones
CRD# 4331598
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Everence | North Newton, KS | Oct 2019 - Current | 4 |
| Everence Trust Company | North Newton, KS | Oct 2019 - Current | 4 |
| Concourse Financial Group Securities Inc. | North Newton, KS | May 2017 - Current | 6 |
| Concourse Financial Group Securities Inc. | North Newton, KS | Feb 2015 - Current | 9 |
| Everence Trust Company | Goshen, IN | Mar 2015 - Sep 2019 | 4 |
| Everence Financial | North Newton, KS | Oct 2014 - Sep 2019 | 4 |
| Kmco | Newton, KS | Jan 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- KS
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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