Everence Trust Company

Everence Trust Company (CRD# 113179) is a financial advisory firm headquartered in Goshen, IN. They manage $1,413,637,335 in 3,697 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,414
    MILLION
  • Total Number of Accounts
    3,697
    ACCOUNTS
  • Average Account Value
    $382,374
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, VA, WI

Financial Advisors at Everence Trust Company
Showing 1 - 10 of 25 top financial advisors.
1
Jamie T. Detweiler
CRD#: 5889265
1020 Sharp Avenue, Ephrata, PA 17522
96
Wealthminder
score

Jamie Detweiler (CRD# 5889265) is an Investment Advisor Representative working at Everence Trust Company in Ephrata, PA and has over 6 years of experience in the finance industry. Jamie Detweiler 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
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 10 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.

3
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 18 years of experience in the finance industry.

4
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 26 years of experience in the finance industry.

5
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 18 years of experience in the finance industry.

6
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 17 years of experience in the finance industry.

7
Cletus J. Schrock
CRD#: 4613295
111 S Chillicothe St, Po Box 147, Plain City, OH 43064
96
Wealthminder
score

Cletus Schrock (CRD# 4613295) is an Investment Advisor Representative working at Everence Trust Company in Plain City, OH and has over 15 years of experience in the finance industry.

8
George G. Finney
CRD#: 1885090
1110 North Main Street, Goshen, IN 46528
93
Wealthminder
score

George Finney (CRD# 1885090) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 28 years of experience in the finance industry.

9
William S. Hartman
CRD#: 4609361
1110 North Main Street, Goshen, IN 46528
93
Wealthminder
score

William Hartman (CRD# 4609361) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 15 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 14 years of experience in the finance industry.

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