Unclaimed Profile

Amy Kristina Abitz Schwalenberg

CONVERGENCE INVESTMENT PARTNERS, LLC·PALM BEACH GARDENS, Florida

Series 6, Series 7, Series 63, Series 65Clean record22 years registeredCONVERGENCE INVESTMENT PARTNERS, LLC

3801 PGA BLVD., PALM BEACH GARDENS, FL 33410-2757CRD# 3073822Firm CRD# 148472

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Kristina Abitz Schwalenberg · PALM BEACH GARDENS, FL

Registration

CRD #3073822 · CONVERGENCE INVESTMENT PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONVERGENCE INVESTMENT PARTNERS, LLC

CONVERGENCE INVESTMENT PARTNERS, LLC

Jun 2017 – Dec 2022

PALM BEACH GARDENS, FL

ROBERT W. BAIRD & CO. INCORPORATED

Feb 2004 – Feb 2005

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 18, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONVERGENCE INVESTMENT PARTNERS, LLC

CRD 148472 · SEC 801-69707

AUM

$234M

Regulatory assets under management

Employees

349 client accounts

Services offered by CONVERGENCE INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CONVERGENCE INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Amy Kristina Abitz Schwalenberg offer?

Amy Kristina Abitz Schwalenberg specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Amy Kristina Abitz Schwalenberg's credentials?

Amy Kristina Abitz Schwalenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Kristina Abitz Schwalenberg located?

Amy Kristina Abitz Schwalenberg is based in PALM BEACH GARDENS, Florida, last registered with CONVERGENCE INVESTMENT PARTNERS, LLC.

How does Amy Kristina Abitz Schwalenberg charge for services?

Amy Kristina Abitz Schwalenberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONVERGENCE INVESTMENT PARTNERS, LLC?

CONVERGENCE INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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