Convergence Financial

Convergence Financial (CRD# 304146) is a financial advisory firm headquartered in Columbia, MO. They manage $298,064,113 in 2,718 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    2,718
    ACCOUNTS
  • Average Account Value
    $109,663
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Convergence Financial
Showing 1 - 10 of 11 top financial advisors.
1
Daniel W. Baumgardner
CRD#: 6434690
3919 S. Providence Road, Columbia, MO 65203

Daniel Baumgardner (CRD# 6434690) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 6 years of experience in the finance industry.

2
Robert J. Braun
CRD#: 5179931
3919 S. Providence Road, Columbia, MO 65203

Robert Braun (CRD# 5179931) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 17 years of experience in the finance industry.

3
John W. Briscoe
CRD#: 3277814
3919 S. Providence Road, Columbia, MO 65203

John Briscoe (CRD# 3277814) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 24 years of experience in the finance industry.

4
Cameron A. Byrd
CRD#: 6157314
119 North Main Street, Suite 102, Fayette, MO 65248

Cameron Byrd (CRD# 6157314) is an Investment Advisor Representative working at Convergence Financial in Fayette, MO and has over 10 years of experience in the finance industry.

5
Travis E. Cook
CRD#: 5222336
3919 S. Providence Road, Columbia, MO 65203

Travis Cook (CRD# 5222336) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 17 years of experience in the finance industry.

6
Kyle J. Elliott
CRD#: 4059462
119 North Main Street, Fayette, MO 65248

Kyle Elliott (CRD# 4059462) is an Investment Advisor Representative working at Convergence Financial in Fayette, MO and has over 24 years of experience in the finance industry.

7
Tyler S. Hoffmann
CRD#: 5684883
3919 S. Providence Road, Columbia, MO 65203

Tyler Hoffmann (CRD# 5684883) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 13 years of experience in the finance industry.

8
Garry D. Weiss
CRD#: 4593467
3919 S. Providence Road, Columbia, MO 65203

Garry Weiss (CRD# 4593467) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 21 years of experience in the finance industry.

9
Joshua D. Evans
CRD#: 7139177
3919 S. Providence Road, Columbia, MO 65203

Joshua Evans (CRD# 7139177) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 3 years of experience in the finance industry.

10
Lori L. Ferrera
CRD#: 7144047
3919 S. Providence Road, Columbia, MO 65203

Lori Ferrera (CRD# 7144047) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 3 years of experience in the finance industry.

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