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Cathleen Anne Wrisberg

CONVERGENCE FINANCIAL, LLC·COLUMBIA, Missouri
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3919 S. PROVIDENCE ROAD, COLUMBIA, MO 65203CRD# 5861789Firm CRD# 304146
01

About

Cathleen Anne Wrisberg is a registered financial advisor based in COLUMBIA, Missouri, affiliated with CONVERGENCE FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONVERGENCE FINANCIAL, LLC
CONVERGENCE FINANCIAL
AUM
$422M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CONVERGENCE FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5861789
Firm CRD# 304146
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cathleen Anne Wrisberg offer?
Cathleen Anne Wrisberg specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.
What are Cathleen Anne Wrisberg's credentials?
Cathleen Anne Wrisberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cathleen Anne Wrisberg located?
Cathleen Anne Wrisberg is based in COLUMBIA, Missouri, working with CONVERGENCE FINANCIAL, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Cathleen Anne Wrisberg charge for services?
Cathleen Anne Wrisberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONVERGENCE FINANCIAL, LLC?
CONVERGENCE FINANCIAL, LLC has approximately 18 employees and manages $422M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jon Thomas Sundvold — SUNDVOLD CAPITAL MANAGEMENT LLCJohn Pascucci — JJP CAPITAL MANAGEMENT, INC.Christopher Joseph Pascucci — JJP CAPITAL MANAGEMENT, INC.Garrard Lynn Banks — JJP CAPITAL MANAGEMENT, INC.Conor Francis Delaney — CONVERGENCE FINANCIAL, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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