Everence Trust Company

Everence Trust Company (CRD# 113179) is a financial advisory firm headquartered in Goshen, IN. They manage $1,307,004,331 in 3,721 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,307
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Everence Trust Company
Showing 1 - 10 of 23 top financial advisors.
1
Jeffrey L. Godshall
CRD#: 5423270
121 N Main St, Ste 201, Souderton, PA 18964
96
Wealthminder
score

Jeffrey Godshall (CRD# 5423270) is an Investment Advisor Representative working at Everence Trust Company in Souderton, PA and has over 9 years of experience in the finance industry. Jeffrey Godshall 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.

2
Chad M. Horning
CRD#: 4016306
1110 North Main Street, Goshen, IN 46528
96
Wealthminder
score

Chad Horning (CRD# 4016306) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 16 years of experience in the finance industry.

3
Glen E. Kauffman
CRD#: 1364121
625 Mt. Clinton Pike Ste A, Harrisonburg, VA 22802
96
Wealthminder
score

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.

4
Aaron J. Kindig
CRD#: 3251649
1110 North Main Street, Goshen, IN 46528
96
Wealthminder
score

Aaron Kindig (CRD# 3251649) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 17 years of experience in the finance industry.

5
John R. King
CRD#: 4077076
1110 North Main Street, Goshen, IN 46528
96
Wealthminder
score

John King (CRD# 4077076) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 16 years of experience in the finance industry.

6
Cletus J. Schrock
CRD#: 4613295
1110 North Main Street, Goshen, IN 46528
96
Wealthminder
score

Cletus Schrock (CRD# 4613295) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 13 years of experience in the finance industry.

7
Jamie T. Detweiler
CRD#: 5889265
1020 Sharp Avenue, Ephrata, PA 17522
93
Wealthminder
score

Jamie Detweiler (CRD# 5889265) is an Investment Advisor Representative working at Everence Trust Company in Ephrata, PA and has over 5 years of experience in the finance industry.

8
George G. Finney
CRD#: 1885090
960 East Main Street, Po Box 158, Mount Joy, PA 17552
93
Wealthminder
score

George Finney (CRD# 1885090) is an Investment Advisor Representative working at Everence Trust Company in Mount Joy, PA and has over 27 years of experience in the finance industry.

9
William S. Hartman
CRD#: 4609361
960 East Main Street, Po Box 158, Mount Joy, PA 17552
93
Wealthminder
score

William Hartman (CRD# 4609361) is an Investment Advisor Representative working at Everence Trust Company in Mount Joy, PA and has over 13 years of experience in the finance industry.

10
Joseph L. Lapp
CRD#: 4724150
841 Mount Clinton Pike, Suite A, Harrisonburg, VA 22802
93
Wealthminder
score

Joseph Lapp (CRD# 4724150) is an Investment Advisor Representative working at Everence Trust Company in Harrisonburg, VA and has over 13 years of experience in the finance industry.

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