Aaron Kindig, financial advisor Goshen IN

Aaron Kindig

CRD Number: 3251649
Current Firm: Everence Trust Company

Aaron Kindig (CRD# 3251649) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Everence Trust Company Goshen, IN Feb 2015 - Current 5
Hill Road Partners, LLC Goshen, IN Mar 2013 - Feb 2015 1
Due Diligence For Hill Road Partners, LLC Goshen, IN Jan 2013 - Mar 2013 < 1
Martin Capital Management Elkhart, IN Dec 2002 - Jan 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Aaron J. Kindig
Phone Number: 574-533-9511
Firm Website: http://www.everence.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,651
    MILLIONS
  • Total Number of Accounts
    4,247
    ACCOUNTS
  • Average Account Value
    $388,845
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

AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OK, OR, PA, VA, WA, WI

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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