KM
KM

Katherine Miller

6 Years of Experience
Goshen, IN
BrokerSells Insurance

Katherine Miller is a registered investment advisor, based in Goshen, IN, with 6 years of industry experience.

Location

1110 North Main Street, Goshen, IN, 46528

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Katherine is a Designated Principal/Retirement Administrator and VP of Financial Services Operations at Everence, dedicating full-time hours to these roles. She also serves as Assistant Secretary for multiple Everence entities and as Vice President and Board Member for Praxis Mutual Funds, spending about a quarter of her time on the latter. Katherine also holds Power of Attorney for family members.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
October 2020 - February 2025 · 4 yrs 4 mos
Concourse Financial Group Securities, INC.Broker
March 2020 - February 2025 · 4 yrs 11 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.