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Financial ADVSR advisor directory · SEC adviser records

Convergence Financial financial advisors

Every SEC-registered investment adviser representative at Convergence Financial, by the state and city of the office they work from.

27 registered advisors work at Convergence Financial, in 5 states and 9 cities; the most are in Columbia, MO (15). 2 list the CFP designation and 16 are also registered broker representatives.

Search every Convergence Financial advisor by name →Who joined and left Convergence Financial →Convergence Financial: assets, clients and custodians →

Cities with the most Convergence Financial advisors

Columbia, MO 15Overland Park, KS 4Branson, MO 2Fairmont, MN 1Hamburg, PA 1New Madrid, MO 1Ozark, MO 1Prairie Village, KS 1Round Rock, TX 1

Convergence Financial advisors by state

Convergence Financial in Missouri 19

Columbia 15Branson 2New Madrid 1Ozark 1

Convergence Financial in Kansas 5

Overland Park 4Prairie Village 1

Convergence Financial in Minnesota 1

Fairmont 1

Convergence Financial in Pennsylvania 1

Hamburg 1

Convergence Financial in Texas 1

Round Rock 1

Questions

How many financial advisors does Convergence Financial have?

27 investment adviser representatives are registered with Convergence Financial, according to the SEC's Investment Adviser Public Disclosure records, in 5 states and 9 cities. 2 list the CFP designation and 16 are also registered as broker representatives.

Where does Convergence Financial have the most advisors?

Columbia, MO, with 15 registered advisors, then Overland Park, KS (4). By state, Missouri has the most, with 19.

How do I find a Convergence Financial financial advisor near me?

Pick your state below, then your city, to see every Convergence Financial advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Convergence Financial offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →