Andrew Wacker (CRD# 4507611) is an Investment Advisor Representative working at Convergence Advisory Group in Omaha, NE and has over 5 years of experience in the finance industry.
CRD# 4758589
Equitable Advisors, LLC
CRD# 4725919
Ameriprise Financial Services, LLC
CRD# 2619340
Mutual Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Convergence Wealth | Omaha, NE | Nov 2020 - Current | 3 |
Convergence Network | Omaha, NE | Oct 2018 - Current | 6 |
Securities America, Inc. | Omaha, NE | Apr 2019 - Feb 2023 | 3 |
Continuum Financial | Omaha, NE | May 2019 - Jan 2021 | 1 |
Insurance Design Management | Omaha, NE | Apr 2017 - Sep 2018 | 1 |
Massmutual | Omaha, NE | May 2007 - Mar 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
S63 | Uniform Securities State Law Examination | May 2019 |
- NE
- TX
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts540ACCOUNTS
-
Average Account Value$142,988
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NE, TX
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