Robert Braun (CRD# 5179931) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 17 years of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Convergence Finanical, LLC | Apple Valley, MN | Jun 2019 - Current | 4 |
| Lpl Financial LLC | Apple Valley, MN | Jun 2019 - Current | 4 |
| Btm LLC | Apple Valley, MN | Jul 2018 - Current | 5 |
| Apple Valley Rotary | Apple Valley, MN | Jul 2015 - Current | 8 |
| Twin Cities Divorce Consultants | Saint Paul, MN | Oct 2014 - Jun 2019 | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | Saint Paul, MN | Sep 2006 - Jun 2019 | 12 |
| Waddell & Reed, Inc. | Bloomington, MN | Jul 2006 - Jun 2019 | 12 |
| Rskd Properties LLC | Saint Paul, MN | Jan 2015 - Jun 2018 | 3 |
| Toastmasters | Apple Valley, MN | Jul 2015 - Jan 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- MN
-
Total Assets Under Management422MILLIONS
-
Total Number of Accounts2,651ACCOUNTS
-
Average Account Value$159,353
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, GA, IL, KS, LA, MN, MO, MT, TX, WI
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