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).
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Total Assets Under Management298MILLION
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Total Number of Accounts2,718ACCOUNTS
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Average Account Value$109,663
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, GA, IL, KS, LA, MN, MO, MT, TX, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.