Dennis LeFevre, CFP®

Financial Consultant

Hutchinson, KS
Denver, CO
North Newton, KS

P: (877) 662-9378
T: (877) 662-9378
F: (574) 537-6637

Dennis LeFevre, Financial Consultant

Dennis LeFevre, CFP®, is a Certified Financial Planner™ and serves as an Everence Financial Consultant, and Everence Foundation Charitable Advisor, helping individuals and groups align their finances with faith values. Dennis is licensed with Concourse Financial Group Securities and Everence Trust Company, and helps clients with fee-based or commission-based investment advice.

Dennis seeks to find creative financial solutions for institutional and individual clients, including investment and insurance products such as mutual funds, individual stocks and bonds, annuities, life and long-term care insurance and health insurance. Dennis also works with families in designing estate plans and charitable giving plans.

Prior to joining Everence in 1997, Dennis spent 11 years in lending and bank administration. He finished the banking chapter of his life as president of Central National Bank in Newton, Kansas.

Dennis and his wife, Jen, live in Woodland Park, Colorado, close to one of their favorite charities, Rocky Mountain Mennonite Camp, where they volunteer and where Dennis serves as a board member. They attend Beth-El Mennonite Church in Colorado Springs. In their spare time, they enjoy hiking, running and playing music. Dennis serves clients in Colorado, Kansas and 26 other states.

 

California Insurance License #OJ10266

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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. 


Dennis LeFevre, CFP® is licensed to discuss and/or offer financial services and/or products to residents of AK, AR, AZ, CA, CO, CT, FL, IA, ID, IL, IN, KS, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA and WA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.