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Financial ADVSR advisor directory · SEC adviser records

Convergence Advisory Group financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a Convergence Advisory Group office in Omaha, A to Z.

5 registered advisors work at Convergence Advisory Group in Omaha, out of 5 at the firm nationwide; it ranks number 52 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Convergence Advisory Group advisors in Omaha, A to Z

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Other firms in Omaha

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Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33

Questions

How many financial advisors does Convergence Advisory Group have in Omaha?

5 investment adviser representatives are registered at Convergence Advisory Group offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Convergence Advisory Group one of the largest advisor employers in Omaha?

Convergence Advisory Group ranks number 52 in Omaha by registered advisors; Cwm, LLC has the most, with 270.

How do I check a Convergence Advisory Group advisor in Omaha?

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 Advisory Group 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.