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CONVERGENCE FINANCIAL
CONVERGENCE FINANCIAL, LLC
CRD 304146 · SEC 801-116738
3919 S. PROVIDENCE ROAD, COLUMBIA, MO, 65203, United States
Phone
(573) 818-2264
Fax
(573) 826-4488
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$904.0M
Discretionary AUM
$902.9M
Team
18 total employees; 13 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2018 | $294.6M |
| High net worth individuals | 647 | $582.7M |
| Pension/profit sharing plans | 9 | $2.7M |
| Charitable organizations | 18 | $6.3M |
| Corporations/business entities | 22 | $17.6M |
States served
AZ, AR, CA, CO, GA, IL, IN, IA, KS, LA, MD, MI, MN, MT, NE, NY, NC, OH, PA, SC, TN, UT, VA, WI, MO, TX, NH, FL
All web addresses on file
- https://convergencemn.com/
- https://www.convergencefinancial-kc.com
- https://www.linkedin.com/in/tyler-hoffmann-mba-23566146/
- https://360integratedfinancial.com
- https://www.facebook.com/393663403824101
- https://www.linkedin.com/in/carrie-wrisberg-13603887
- https://www.facebook.com/569497316853890
- https://www.linkedin.com/in/john-briscoe-4177953b
- http://twitter.com/drewramo
- https://www.instagram.com/360integratedfinancial/
- https://www.convergencewealth.com/
- https://www.convergencekc.com/
- https://www.telosstrategicwealth.com/
- https://www.facebook.com/Travis.Convergence
- https://www.convergence-financial.com/
- https://www.commercialtrustfs.com
- https://www.linkedin.com/in/travis-cook-cfp%C2%AE-cmfc%C2%AE-aa5449b0/
- https://www.linkedin.com/in/kyle-elliott-ab9a38b2
- https://www.four-riversfinancial.com
- https://wescoatwealth.com/
- https://www.linkedin.com/in/robert-braun-940975b0
- https://www.twitter.com/TravisCook13
- https://www.linkedin.com/in/bill-mccrea-903431320
- https://www.linkedin.com/in/dan-hamlet-24428213
- https://www.linkedin.com/in/john-stansfield-cfa-0371457
- https://www.linkedin.com/in/kyle-elliott-ab9a38b2
- https://www.facebook.com/534886393034618
- https://www.linkedin.com/in/stacey-wescoat-a9b04184
- https://www.facebook.com/100505515648156
- http://www.linkedin.com/company/101358125
- https://ramosgrp.com/
- https://twitter.com/Mac4Rivers
- https://legacygfa.com/
- https://www.linkedin.com/in/joeboydlegacygfa/
- https://www.facebook.com/502223416311669
- http://www.linkedin.com/company/79690846
- https://www.linkedin.com/in/mac-mcgregor-3130bb52
- https://www.facebook.com/470120949809821
- https://www.linkedin.com/in/marc-neighbor
- https://www.linkedin.com/in/joshuadevans
- https://www.facebook.com/187801691081716
Official SEC filing: View on IAPD