Convergence Financial

Convergence Financial (CRD# 304146) is a financial advisory firm headquartered in Columbia, MO. They manage $422,444,754 in 2,651 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
3919 S. Providence Road, Columbia, MO 65203
https://www.facebook.com/travis.convergence
By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    2,651
    ACCOUNTS
  • Average Account Value
    $159,353
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 11 - 12 of 12 top financial advisors.
11
Lori Ferrera, financial advisor Columbia MO
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.

12
Cole Horstmann, financial advisor Fayette MO
Cole B. Horstmann
CRD#: 7475731
119 N Main St, Fayette, MO 65248

Cole Horstmann (CRD# 7475731) is an Investment Advisor Representative working at Convergence Financial in Fayette, MO and has 1 year of experience in the finance industry.

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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.

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