Glen Kauffman, ChFC®

Financial Planner

Harrisonburg, VA

P: (540) 437-7422
T: (800) 442-7930
F: (540) 433-1687

Glen Kauffman, Financial Planner

Glen Kauffman, ChFC®, is an Everence® Financial Planner in Harrisonburg. He earned a mathematics degree in 1982 and an MBA in 2006, both from Eastern Mennonite University. He earned his Chartered Financial Consultant (ChFC®) designation from the American College in 1998 and is licensed to serve clients in various states. He can help families, churches and businesses with investment, insurance, retirement and financial services.

Glen and his wife, Sandy, attend Ridgeway Mennonite Church, where he serves as the Church Council Chair. Glen is also a member of the Board of Directors for the Valley Brethren Mennonite Heritage Center.

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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Glen Kauffman, ChFC® is licensed to discuss and/or offer financial services and/or products to residents of AZ, CA, DC, DE, FL, GA, IN, MA, MD, NC, NY, OH, PA, SC, VA and WV.
The ChFC® is the property of The American College, which reserves sole rights to its use, and is used by permission.