Unclaimed Profile

John Christopher Callen

CONVERGENCE INVESTMENT PARTNERS, LLC·PALM BEACH GARDENS, Florida

Series 6, Series 7, Series 63, Series 65Clean record26 years registeredCONVERGENCE INVESTMENT PARTNERS, LLC

3801 PGA BLVD., PALM BEACH GARDENS, FL 33410-2757CRD# 2236866Firm CRD# 148472

Profile Verification

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

Identity

John Christopher Callen · PALM BEACH GARDENS, FL

Registration

CRD #2236866 · CONVERGENCE INVESTMENT PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CONVERGENCE INVESTMENT PARTNERS, LLC

Aug 2022 – present

WOODHILL ASSET MANAGEMENT LLC

Mar 2021 – Jul 2022

MILWAUKEE, WI

CLEARY GULL ADVISORS INC.

Jan 2011 – Jun 2011

MILWAUKEE, WI

M&I INVESTMENT MANAGEMENT CORP.

May 2000 – Nov 2007

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 22, 2000

Years registered · 26

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 John Christopher Callen offer?

John Christopher Callen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are John Christopher Callen's credentials?

John Christopher Callen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Christopher Callen located?

John Christopher Callen is based in PALM BEACH GARDENS, Florida, working with CONVERGENCE INVESTMENT PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does John Christopher Callen charge for services?

John Christopher Callen'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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