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OH

Owen J. Hostetler

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CRD#: 1726171
OH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Owen Jay Hostetler, CFP®, ChFC®, CLU® was a registered financial professional .

Owen is a previously registered financial professional and started their career in finance in 1987. Owen had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(dba) EVERENCE; Investment Related; 4136 Kidron Road, P O Box 266, Kidron, OH 44636; Financial and Insurance Services; Financial Planner; Start Date 11/2004; 160 hours per month with all of those hours occurring during trading hours; As an employee of Everence, I provide investment and financial planning services through Everence Trust Company, insurance (med-supp, fixed annuities, life insurance, long-term care insurance) and charitable planning services through Everence Foundation. Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Securities, Inc., or its affiliates. >> OWEN J. HOSTETLER; Non-Investment Related; Residence; Residential Rental Property; Landlord/Owner; Start Date 07/2012; 2 hours per month with no hours during trading hours; Owner of two residential rental properties.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

December 19, 2005 - September 30, 2019

EVERENCE TRUST COMPANY

RIA
CRD#: 113179
KIDRON, OH
Past

June 29, 2001 - December 31, 2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
Kidron, OH
Past

January 5, 1994 - December 31, 2023

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Kidron, OH
Past

December 17, 1991 - December 31, 1993

PRIMELINE SECURITIES CORP.

BD
CRD#: 15896
WICHITA, KS
Past

June 7, 1989 - October 24, 1991

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

September 24, 1987 - February 10, 1988

CENTURY INVESTORS OF AMERICA, INC.

BD
CRD#: 5322

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/11/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ET
EVERENCE TRUST COMPANY
EVERENCE TRUST COMPANY | MMA TRUST COMPANY

CRD#: 113179 / SEC#: 801-60293

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Contact information


Main Address
1110 North Main Street, Goshen, IN 46528
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/28/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EVERENCE TRUST COMPANY

CRD#: 113179

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