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.
