Cole Horstmann, financial advisor Fayette MO

Cole Horstmann

CRD Number: 7475731
Current Firm: Convergence Financial

Cole Horstmann (CRD# 7475731) is an Investment Advisor Representative working at Convergence Financial in Fayette, MO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Commercial Trust Bank Fayette, MO Dec 2021 - Current 2
Lpl Financial Fayette, MO Dec 2021 - Current 2
Emmet's Kitchen And Tap Fayette, MO Sep 2012 - Current 11
Statefarm Moberly, MO Nov 2018 - Mar 2019 < 1
Hertz Columbia, MO Mar 2018 - Nov 2018 < 1
Sam's Club Columbia, MO Jul 2017 - Mar 2018 < 1
Midway Arms Columbia, MO Feb 2016 - Jul 2017 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2023
Contact Info for Cole B. Horstmann
Phone Number: (573) 818-2264
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    422
    MILLIONS
  • Total Number of Accounts
    2,651
    ACCOUNTS
  • Average Account Value
    $159,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CO, FL, GA, IL, KS, LA, MN, MO, MT, TX, WI

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