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).

Current Firm Details
12020 Shamrock Plaza, Suite 100, Omaha, NE 68154
https://convergenceplan.com/
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

NE, TX

Financial Advisors at Convergence Advisory Group
Showing 1 - 5 of 5 top financial advisors.
1
Tyler Kanne, financial advisor Omaha NE
Tyler Kanne
CRD#: 6242510
12020 Shamrock Plaza, Suite 100, Omaha, NE 68154

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.

2
Colton Koehler, financial advisor Omaha NE
Colton Koehler
CRD#: 5989391
12020 Shamrock Plaza, Suite 100, Omaha, NE 68154

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.

3
Nathan Magdanz, financial advisor Omaha NE
Nathan Magdanz
CRD#: 5230037
12020 Shamrock Plaza, Suite 100, Omaha, NE 68154

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.

4
Anthony Manganaro, financial advisor Omaha NE
Anthony J. Manganaro
CRD#: 4530239
12020 Shamrock Plaza, Suite 100, Omaha, NE 68154

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.

5
Andrew Wacker, financial advisor Omaha NE
Andrew J. Wacker
CRD#: 4507611
12020 Shamrock Plaza, Suite 100, Omaha, NE 68154

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals