Convergence Investment Partners, LLC

Convergence Investment Partners, LLC (CRD# 148472) is a financial advisory firm headquartered in Grafton, WI. They manage $398,457,612 in 280 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    398
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $1,423,063
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, KS, MN, MO, OK, TX, WI

Financial Advisors at Convergence Investment Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
David J. Abitz
CRD#: 2650834
1245 Cheyenne Ave., Suite 102, Grafton, WI 53024
96
Wealthminder
score

David Abitz (CRD# 2650834) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Grafton, WI and has over 22 years of experience in the finance industry.

2
Amy K. Abitz Schwalenberg
CRD#: 3073822
1245 Cheyenne Ave., Suite 102, Grafton, WI 53024
93
Wealthminder
score

Amy Abitz Schwalenberg (CRD# 3073822) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Grafton, WI and has over 19 years of experience in the finance industry.

3
James R. Dwyer
CRD#: 6025719
5700 W. 112th St., Suite 500, Overland Park, KS 66211
93
Wealthminder
score

James Dwyer (CRD# 6025719) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.

4
Jonathan G. Franklin
CRD#: 4984260
1245 Cheyenne Ave., Suite 102, Grafton, WI 53024
93
Wealthminder
score

Jonathan Franklin (CRD# 4984260) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Grafton, WI and has over 11 years of experience in the finance industry.

5
Todd J. Hanson
CRD#: 1910727
1245 Cheyenne Ave., Suite 102, Grafton, WI 53024
93
Wealthminder
score

Todd Hanson (CRD# 1910727) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Grafton, WI and has over 6 years of experience in the finance industry.

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