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CONVERGENCE ADVISORY GROUP
Convergence Advisory Group is an independent retirement planning and wealth management firm dedicated to helping clients implement clear strategies to...
Overview
Convergence Advisory Group is an independent retirement planning and wealth management firm dedicated to helping clients implement clear strategies to achieve their financial objectives. All of its advisors are fiduciaries required to act in clients' best interest. The firm uses a team-based approach and serves individuals, families, and small business owners, with advisors holding over 75 years of combined industry experience.
General information
Firm type
Investment Advisory Firm
Location
City
Omaha
Principals
Nathan — Series 63 & 65; Nebraska Life & Health Insurance License; nathan@convergenceplan.com
Tony — Retirement Income Certified Professional (RICP); Series 7
31, & 66; tony@convergenceplan.com
Tyler — Series 63 & 65; Nebraska Life & Health Insurance License; tyler@convergenceplan.com
Colton — Series 63 & 65; NE insurance licenses; colton@convergenceplan.com
Julie — role at Convergence Advisory Group; julie@convergenceplan.com
Sector focus
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