Concourse to Cetera transition

Concourse Financial Group will soon be acquired by Cetera Financial Group

Everence news |
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Our current broker-dealer, Concourse Financial Group, will soon be acquired by Cetera Financial Group. Due to this change, all registered Everence® financial professionals will now be affiliated with Cetera Advisor Networks. The anticipated closing date of this transition is on or around Feb. 20, 2025, subject to regulatory approval.

 

Though your Everence financial professional’s affiliation is changing, the relationship they have with you, as a client of Everence, will not change. Your financial planner or consultant will continue to have the privilege of servicing your Everence accounts and helping you align your financial decisions with your faith and values. All changes to move from Concourse Financial Group Securities to Cetera Advisor Networks will happen “behind the scenes” and will have minimal impact on you.

 

In the middle of December, Concourse clients will receive a letter in the mail from Concourse Financial Group Securities regarding the change in broker-dealer. If you do not have any objections to moving your account(s) to Cetera Advisor Networks, no action will be required on your part and your consent will be assumed.

 

We thank you for choosing Everence for your financial needs. We look forward to continuing to walk with you on your financial stewardship journey. Should you have any questions, please don’t hesitate to contact your Everence financial professional at 800-348-7468.

About the Author


Rodney Diller, Senior VP Sales and Distribution
Rod Diller
Chief Distribution Officer

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Disclaimer

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Cetera Advisor Networks, Cetera Investment Advisers, or its affiliates.