Convergence Financial

Firm record

As recorded in SEC IAPD

Firm CRD

304146

SEC number

801-116738

Firm type

RIA

Assets under management

$904.0M as of Jun 22, 2026

Website

convergencemn.com ↗

Phone

(573) 818-2264

Address

3919 S. Providence Road, Columbia, MO, 65203

Advisors at this firm

26 in our index · page 1 of 1

• Brian Keith AtchleyCRD 4723050 · Forsyth, MO
  IA Registered
• Robert Joseph BraunCRD 5179931 · Apple Valley, MN
  IA RegisteredBroker
• John W. BriscoeCRD 3277814 · Columbia, MO
  IA RegisteredBroker
• Mark Paul BrooksCRD 7244133 · Columbia, MO
  IA Registered
• Phillip David BaconCRD 6768592 · Columbia, MO
  IA RegisteredBroker
• Joshua Roy BelcherCRD 6106238 · Colwich, KS
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joseph Lennon BoydCRD 6763283 · Branson, MO
  IA RegisteredBroker
• Travis Earl CookCRD 5222336 · Columbia, MO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joshua David EvansCRD 7139177 · Kansas City, MO
  IA RegisteredBroker
• Tyler Stephen HoffmannCRD 5684883 · Columbia, MO
  IA RegisteredBroker
• Blake Reese Hall-TaylorCRD 7972173 · Annapolis, MD
  IA RegisteredBroker
• Daniel Edward HamletCRD 4408819 · Fairmont, MN
  IA RegisteredBroker
• Austin Grant HarrisonCRD 6709291 · Columbia, MO
  IA Registered
• Greg LeboldCRD 1250480 · Columbia, MO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jacob Harrison LeddyCRD 6073108 · Annapolis, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Hafer Mc CreaCRD 4397473 · Overland Park, KS
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Philip Harris McgregorCRD 5132262 · Branson, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Marc Ernest NeighborCRD 7308633 · Overland Park, KS
  IA RegisteredBroker
• Adam Brian ParrieCRD 6104343 · Columbia, MO
  IA RegisteredRegistration inactive
• Andrew Lawrence RamosCRD 4500753 · Prairie Village, KS
  IA RegisteredBroker
• Bradyn RamosCRD 7580973 · Overland Park, KS
  IA RegisteredBroker
• Michael Francis RichardsCRD 6574529 · Overland Park, KS
  IA RegisteredBroker
• Victor SemenovCRD 7771643 · Overland Park, KS
  IA RegisteredBroker
• Grant WalkerCRD 8212774 · Ozark, MO
  IA Registered
• Joseph George WatzCRD 2968014 · Columbia, MO
  IA RegisteredRegistration inactive
• Stacey Ann WescoatCRD 6063940 · New Madrid, MO
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.