CONVERGENCE FINANCIAL, LLC

CONVERGENCE FINANCIAL
COLUMBIA, Missouri·7 registered advisors·CRD# 304146
SEC# 801-11673810(573) 818-2264
01

Firm Overview

AUM
$422M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CONVERGENCE FINANCIAL, LLC

7 registered advisors
Cathleen Anne Wrisberg
COLUMBIA, Missouri
Conor Francis Delaney
COLUMBIA, Missouri
Kelsey Marie Lyman
COLUMBIA, Missouri
Travis Earl Cook
COLUMBIA, Missouri
Tyler Stephen Hoffmann
COLUMBIA, Missouri
William Brian Costello
COLUMBIA, Missouri
William Painter Littrell
COLUMBIA, Missouri
05

Office Locations

COLUMBIA, Missouri
7 advisors

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Data sourced from SEC Form ADV filings. CONVERGENCE FINANCIAL, LLC (CRD# 304146) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.