Andrew Wacker, financial advisor Omaha NE

Andrew Wacker

CRD Number: 4507611
Current Firm: Convergence Advisory Group

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.

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Principal Advised Services
Company Name Location Dates Years
Convergence Wealth Omaha, NE Nov 2020 - Current 3
Convergence Network Omaha, NE Oct 2018 - Current 5
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
S63 Uniform Securities State Law Examination May 2019
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Andrew J. Wacker
Phone Number: 402-991-5600
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    77
    MILLIONS
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $142,988
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NE, TX

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