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Financial ADVSR advisor directory · SEC adviser records

Convergence Financial financial advisors in Overland Park, KS

Every SEC-registered investment adviser representative at a Convergence Financial office in Overland Park, A to Z.

The short answer

4 registered advisors work at Convergence Financial in Overland Park, out of 27 at the firm nationwide; it ranks number 76 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Convergence Financial advisors in Overland Park, A to Z

Every Convergence Financial advisor →

Convergence Financial advisors in every city and state →Convergence Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Convergence Financial advisors in other cities

Columbia, MO 17Branson, MO 2Fairmont, MN 1Ozark, MO 1Round Rock, TX 1Wichita, KS 1

Other firms in Overland Park

All Overland Park advisors →

Creative Planning 647Onedigital 149Prime Capital Financial 132Mariner 111Creativeone Wealth, LLC 108Creativeone Securities, LLC 78Cetera Investment Advisers LLC 63Edward Jones 62Mariner Wealth 55Osaic Wealth, Inc. 38Strategic Advisers LLC 34LPL Financial LLC 33

Questions

How many financial advisors does Convergence Financial have in Overland Park?

4 investment adviser representatives are registered at Convergence Financial offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 27 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Convergence Financial one of the largest advisor employers in Overland Park?

Convergence Financial ranks number 76 in Overland Park by registered advisors; Creative Planning has the most, with 647.

How do I check a Convergence Financial advisor in Overland Park?

Each advisor below 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. Advisors are listed at the city of the Convergence Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.