Convergence Advisory Group
Convergence Advisory Group (CRD# 308408) is a financial advisory firm headquartered in Omaha, NE. They manage $77,213,619 in 540 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management77MILLION
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Total Number of Accounts540ACCOUNTS
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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
Tyler Kanne (CRD# 6242510) is an Investment Advisor Representative working at Convergence Advisory Group in Omaha, NE and has over 10 years of experience in the finance industry.
Colton Koehler (CRD# 5989391) is an Investment Advisor Representative working at Convergence Advisory Group in Omaha, NE and has over 11 years of experience in the finance industry.
Nathan Magdanz (CRD# 5230037) is an Investment Advisor Representative working at Convergence Advisory Group in Omaha, NE and has over 17 years of experience in the finance industry.
Anthony Manganaro (CRD# 4530239) is an Investment Advisor Representative working at Convergence Advisory Group in Omaha, NE and has over 21 years of experience in the finance industry.
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.